Advisor Blog / Millennials

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How Advisors Can Attract and Profitably Serve Millennial Clients

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XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

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