RIA Growth Quiz
Discover the key areas where your RIA excels and uncover opportunities for improvement with this quiz.
Your Brand Report Card
In under 10 minutes, your Brand Report Card will highlight what’s working, reveal what’s holding you back, and give you a clear action plan to make your brand shine brighter, build trust faster, and drive lasting growth.
Ready, Set, Grow: An RIA Marketing Guide
Gain traction faster and convert ideal customers more easily with this step-by-step guide to growing your financial planning firm.
Your Niche and Ideal Client
Master your niche and ideal client with the FREE XYPN Academy course. Develop tailored solutions and build a successful practice. Access 100+ courses with XYPN membership. Let's connect!
Ideal Client & Persona Workbook
A marketing guide for RIA owners: Identify your ideal clients and craft their persona to attract, qualify and engage clients
RIA Marketing Funnel Template
Build an RIA marketing plan with this marketing funnel template, including a checklist of ideas and digital marketing advice for financial advisors.
How to Attract a New Generation of Clients to Your RIA
Learn real strategies for attracting and profitably serving younger clients in your financial planning firm.