![XYPN_Course_Niche_ListingImage](https://www.xyplanningnetwork.com/hs-fs/hubfs/academy-courses/niche-course/XYPN_Course_Niche_ListingImage.jpg?width=600&height=400&name=XYPN_Course_Niche_ListingImage.jpg)
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!
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Ideal Client & Persona Workbook
A marketing guide for RIA owners: Identify your ideal clients and craft their persona to attract, qualify and engage clients
![MktgFunnel_listing-image](https://www.xyplanningnetwork.com/hs-fs/hubfs/Freemiums/Listing%20Page%20Images/MktgFunnel_listing-image.jpg?width=1000&height=750&name=MktgFunnel_listing-image.jpg)
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.
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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.