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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
Advisor Blog

Radical Honesty Creates Transparency & Trust

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XYPN LIVE

The Power of Connection™ with Jonathan Sprinkles at XYPN LIVE 2023

The Power of Connection™ with Jonathan Sprinkles at XYPN LIVE 2023

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Advisor Blog

Keep Your Clients Happy During Market Crisis: 3 Steps to Authentic Check-Ins

Keep Your Clients Happy During Market Crisis: 3 Steps to Authentic Check-Ins
Financial Advisors

The One Behavioral Finance Truth All Firm Owners Should Know

The One Behavioral Finance Truth All Firm Owners Should Know
Advisor Blog

4 Tips for Getting Clients Engaged in the Financial Planning Process

4 Tips for Getting Clients Engaged in the Financial Planning Process
Financial Advisors

Uncovering Your Client’s Values While Sharing Your Own

Uncovering Your Client’s Values While Sharing Your Own
Financial Advisors

The Importance of Vulnerability as an Independent Financial Advisor

The Importance of Vulnerability as an Independent Financial Advisor
Financial Advisors

How to Create Online Training: 11 Steps for Financial Advisors

How to Create Online Training: 11 Steps for Financial Advisors
Financial Education & Resources

How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients
Financial Advisors

How to Leverage Emotion to Guide Your Clients Through Change with Cassandra Worthy

How to Leverage Emotion to Guide Your Clients Through Change with Cassandra Worthy
Advisor Blog

How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times
Financial Advisors

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer
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
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