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XYPN Blog / Posts by Guest Contributor

Recent Posts

Advisor Blog

Leveraging a Master List of Goals to Uncover Clients’ True Financial Priorities

Uncovering Clients’ True Financial Priorities with a Master List of Goals
Marketing

Choosing the Right Email Campaign Software for Financial Advisors

The SECs New Marketing Rule, Explained
Financial Advisors

The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve

The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve

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Entrepreneurship

"How I Did It" Series with Chandler Fugate-Laus

Financial Advisors

10 Observations Over 10 Years at XYPN

10 Observations Over 10 Years at XYPN
Entrepreneurship

"How I Did It" Series with Ashley Foster

Technology

5 AdvicePay Features You’re Not Taking Advantage Of

5 AdvicePay Features You’re Not Taking Advantage Of
Entrepreneurship

"How I Did It" Series with Dillon Cobb

Financial Education & Resources

How to Help Gen Z Down the Path to Financial Wellness

How to Help Gen Z Down the Path to Financial Wellness
Entrepreneurship

"How I Did It" Series with Nycole Freer

Financial Advisors

Should You Make an S Corporation Election? Everything You Need To Know

Should You Make an S Corporation Election? Everything You Need To Know
Financial Advisors

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases
Entrepreneurship

Launching Your Own RIA: Advice from Advisors Who Took the Leap

Launching Your Own RIA: Advice from Advisors Who Took the Leap
Financial Advisors

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All
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