2025 XYPN Blog Wrapped

You read. You bookmarked. You definitely sent at least one of these to a coworker with the caption, “This is so us.”

This is your XYPN Blog Wrapped 2025, the posts advisors kept coming back to when they wanted less chaos, better systems, smarter growth, and firms that actually support their lives. From AI content hacks to scaling without burnout to owning your firm without doing everything yourself, these blogs shaped how advisors showed up this year. 

If 2025 was about working smarter (not harder, pls), these were on repeat.

7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm

Author | Libby Greiwe FIC, ChFC, RICP
This guide walks advisors through the essential processes that reduce friction, enhance the client experience, and enable their firms to run smoothly without relying on them.

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Using AI to Create Content

Author | Sierra Fredricksen
This guide shows advisors how to utilize AI to create consistent, on-brand content more efficiently, without compromising personalization or sounding robotic.

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The 6 Layers of Building a Scalable Financial Planning Practice

Author | Libby Greiwe FIC, ChFC, RICP
This framework breaks down the six systems every financial planning practice needs to scale intentionally, without burning out or becoming the bottleneck.

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A New Path to RIA Affiliate Model Ownership with XYPN

Author | Taylor Hain
This guide breaks down XYPN’s Sapphire RIA affiliate model and explains how advisors can own their firms, avoid operational headaches, and dedicate more time to serving clients.

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Full Circle: XYPN + Holistiplan Partner to Power Tax Planning

Author | Team XYPN
From AdviceTech startup to an included member benefit, XYPN’s partnership with Holistiplan brings proactive, scalable tax planning to every fee-only advisor in the Network.

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Save Time & Money With These Top Financial Advisor Tools

Author | David Bowman, CFP®, CCFC
From eliminating busywork to automating your tech stack, this guide breaks down the tools and systems that help financial advisors save time, protect their energy, and run more efficient firms.

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The Power of Social Media in Financial Advisor Marketing

Author | Ryann Thomas
From compliance to personal branding, this guide breaks down how financial advisors can utilize social media to establish a consistent online presence, connect with the right audience, and grow their firms.

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Meet the Future of FinTech: Winner & Finalists of XYPN LIVE's 2025 AdviceTech Competition

Author | David Bowman, CFP®, CCFC
From AI-powered prospecting to revolutionizing long-term care planning, the 2025 AdviceTech Competition finalists, including dual winner Waterlily, demonstrate how fintech is enabling advisors to work smarter, grow faster, and serve clients better.

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Crafting Client Onboarding Content That Sets Expectations and Reduces Questions

Author | Ryann Thomas
New clients are exciting… until your inbox blows up. Learn how to craft onboarding content that sets expectations, reduces questions, and keeps your clients and your sanity intact.

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The 2025 AdviceTech Competition Finalists: Who's Leading the Future of Financial Technology?

Author | Colby Fey
We’re highlighting the six game-changing tools helping fee-only advisors work smarter, grow faster, and serve clients better. Meet the 2025 AdviceTech Competition finalists!

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And that’s a wrap. No skips. All substance.

These blogs didn’t just trend; they stuck because they helped advisors build firms that feel sustainable, intentional, and truly their own. Whether you’re optimizing systems, rethinking ownership, or finally letting go of the idea that you have to do it all, consider this your sign: growth doesn’t have to be exhausting.

Here’s to taking what worked in 2025 and carrying it forward, more clarity, more confidence, and way fewer tabs open. We’ll see you in 2026 👀