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XYPN Blog

/ Client Engagement (3)
Financial Advisors

Follow the NFL’s Lead and Give Your Clients an "Offensive" Experience

Follow the NFL’s Lead and Give Your Clients an
Advisor Blog

The 5 Stages of the Client Journey

The 5 Stages of the Client Journey
Coaching

Saying "No" to Clients: What Would Arlene Say?

Top 10 Misconceptions about XYPN
Sales

The Key to Successful Client Events

Ten Tips for Choosing a Daycare That’s Right for You
Coaching

Is It Time to Fire a Client?

SEC Narrows Scope of Internet-Only Adviser Exemption
Financial Advisors

What Is The Key To Cross-Generational Communication?

The New CFP® Domain Psychology of Financial Planning
Financial Advisors

Why a Return on Life (ROL) Matters More than ROI

Why a Return on Life (ROL) Matters More than ROI
Coaching

Listening To Your Message From A Client’s Perspective - What Would Arlene Say?

Listening To Your Message From A Client’s Perspective - What Would Arlene Say?
Coaching

Prospective Clients and that Initial Client Meeting: What Would Arlene Say?

Prospective Clients and that Initial Client Meeting: What Would Arlene Say?
Marketing

How to Write Blog Posts for Your Clients they will Actually Like & Read

How to Write Blog Posts for Your Clients they will Actually Like & Read
Marketing

The Importance of Having a Story

The Importance of Having a Story
Marketing

A Financial Advisor's Guide to Creating Visual Content

A Financial Advisor's Guide to Creating Visual Content
Advisor Blog

The Butterfly Effect: Getting A Client 4 Years Later

The Butterfly Effect: Getting A Client 4 Years Later