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  • A Year in the Life of an Independent Financial Advisor
  • Top 10 Misconceptions about XYPN
  • Creating a Business Plan
  • Finding Success in Year One of Your RIA
  • Choosing the Right Fee Structure
8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make

8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make

6.5 MIN READ 

How do you get better...

June 24, 2019/by Kelly Moorman
Level Up Your RIA Marketing in 3 Days at #XYPNLIVE

Level Up Your RIA Marketing in 3 Days at #XYPNLIVE

12 MIN READ

Of all the hats firm...

June 17, 2019/by Jennifer Mastrud
Meet Our 2019 FinTech Finalists!

Meet Our 2019 FinTech Finalists!

 
5.5 MIN READ
 
Drumroll,...
June 10, 2019/by Kelly Moorman
The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors

The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors

7 MIN READ 

Why are some people...

May 30, 2019/by Kelly Moorman
Mastering

Mastering "The Unstoppable Formula" with Dr. Sean Stephenson

3 MIN READ 

“Life happens for us,...

May 06, 2019/by Kelly Moorman
Baby Boomers Don’t Own the Market on Grief: Your Younger Clients Deal With It Too
Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer

Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer

4 MIN READ

Personal finance is more...

March 04, 2019/by Kelly Moorman
How Financial Advisors Can Give Better Advice with Dr. Moira Somers

How Financial Advisors Can Give Better Advice with Dr. Moira Somers

5 MIN READ

Dr. Moira Somers can, by...

February 04, 2019/by Kelly Moorman
An Inside Look at How We're Designing #XYPNLIVE 2019

An Inside Look at How We're Designing #XYPNLIVE 2019

5.5 MIN READ 

Over the past 10...

January 07, 2019/by Malcolm Thomas
AMA with Alan Moore and Michael Kitces, Part Two
AMA with Alan Moore and Michael Kitces, Part One

AMA with Alan Moore and Michael Kitces, Part One

20 MIN READ 

Have you ever wondered...

December 10, 2018/by Alan Moore
Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

3 MIN READ

Ladies and gents, there’s...

October 11, 2018/by Kelly Moorman
The 7 Biggest Announcements from #XYPNLIVE 2018
Six Surprises in Store for You at XYPN LIVE 2018
Debunking the Entrepreneur Myth with Michael Gerber

Debunking the Entrepreneur Myth with Michael Gerber

7 MIN READ 

Would you be shocked to...

July 26, 2018/by Kelly Moorman
Meet Our 2018 FinTech Finalists!

Meet Our 2018 FinTech Finalists!

 
Drumroll, please....
 
...
July 18, 2018/by Kelly Moorman
Taking a Stand Against Sexual Harassment: How XYPN is Changing Industry Culture

Taking a Stand Against Sexual Harassment: How XYPN is Changing Industry Culture

4.5 MIN READ 

In late 2017, the...

June 25, 2018/by Kelly Moorman
Can Money Buy Happiness? Maybe, Says Elizabeth Dunn

Can Money Buy Happiness? Maybe, Says Elizabeth Dunn

4.5 MIN READ 

Although the term was...

May 28, 2018/by Kelly Moorman
The Surprising Takeaway from XYPN LIVE

The Surprising Takeaway from XYPN LIVE

 

As we were putting the finishing...

December 11, 2017/by Jennifer Mastrud
What’s in Store for You at XYPN LIVE 2018

What’s in Store for You at XYPN LIVE 2018

 

"You guys keep getting bigger and...

November 20, 2017/by Stephen Alred Jr

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