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Growing an RIA

Want to add clients, employees, or capabilities to your firm? Leverage these resources to grow your RIA and reach your goals.

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Interactive Quiz & Guide

RIA-lity Check: Assess, Adjust & Achieve

Move from proficient to expert in any area you’d like to see growth or increased profitability with this quiz and guide which will help you grow in the right direction at the right time. 

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Case Study

How Cathy Curtis Grew a Highly Profitable & High-Touch Solo Practice

Cathy faced the challenge of growing her independent RIA while maintaining high-touch service, navigating client acquisition, structuring fees, and balancing her passion for investing with efficient practice management.

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Systems to Grow & Scale Your Business

Before any firm can grow, it is essential to refine processes to create consistency, scalability, and a better client experience. Streamlining efficiencies and removing friction from the client experience is the cornerstone of building and growing a sustainable and thriving practice. 

7 Essential Processes Every Financial Advisor Needs to Run Their Firm
7 Essential Processes Every Financial Advisor Needs to Run Their Firm

7 Essential Processes Every Financial Advisor Needs to Run Their Firm

Learn how to build efficient processes as a financial advisor. Improve client experience, scale your business, and reduce stress with these essential systems.

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Scheduling Your Business: Get Organized, Stay on Track, Hit Goals

Client Acquisition

Leverage these marketing and sales tactics and tools to grow your client base.

The Email Marketing Playbook for Financial Firms: The System That Converts
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The Email Marketing Playbook for Financial Firms: The System That Converts

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The Trust Factor: How Solo Practitioners Can Build Credibility Without Compromising Client Privacy
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From SEO to AEO: A Checklist for Financial Advisors Who Want to Be Found First
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From SEO to AEO: A Checklist for Financial Advisors Who Want to Be Found First

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Ready, Set, Grow!: An RIA Marketing Guide

Client Engagement & Onboarding

Convert leads to clients and show ongoing value throughout your relationship with these tried and true tactics. 

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital
Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital
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Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital

Discover how to streamline client onboarding for better engagement with fpPathfinder, RightCapital, and Wealthbox.

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Dealing with Unhappy Clients: What Would Arlene Say?
Jan 3, 2019

Dealing with Unhappy Clients: What Would Arlene Say?

Financial Planners, Teach Your Children Well: What Would Arlene Say?
Dec 20, 2018

Financial Planners, Teach Your Children Well: What Would Arlene Say?

Saying "No" to Clients: What Would Arlene Say?
Aug 2, 2018

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

The Key to Successful Client Events
Dec 7, 2017

The Key to Successful Client Events

Is It Time to Fire a Client?
Nov 9, 2017

Is It Time to Fire a Client?

What Is The Key To Cross-Generational Communication?
Oct 12, 2017

What Is The Key To Cross-Generational Communication?

Practice Management

Streamline your practice and compliance management processes to grow without the growing pains

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?
Your Guide to Social Media Compliance and the New SEC Marketing Rules

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

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How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?
How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

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How to Create an Internship Program for Your Firm: What Would Arlene Say?
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How to Create an Internship Program for Your Firm: What Would Arlene Say?

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Why You Need an Advisory Board for Your Financial Planning Firm
Why You Need an Advisory Board for Your Financial Planning Firm

Why You Need an Advisory Board for Your Financial Planning Firm

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Employee Engagement

Human capital is your biggest investment. Protect it by engaging them in ways that truly matter. 

Impact of Ownership Mentality on Employee Accountability & Company Growth
Feb 26, 2025

Impact of Ownership Mentality on Employee Accountability & Company Growth

7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow
Jun 10, 2024

7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?
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Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

How to Create an Internship Program for Your Firm: What Would Arlene Say?
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How to Create an Internship Program for Your Firm: What Would Arlene Say?

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)
Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)
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Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

Watch exclusive content from XYPN LIVE to learn how ROI of employee experience attracts and retains talent, improves client satisfaction and drives profit.

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Ready to stop dreaming and start doing?

Learn all the ways XYPN membership can help make your dream firm possible

Member Stories: Growth in Action

 
Leading a Growing Advisory Firm
Leading a Growing Advisory Firm
Sep 18, 2024

Leading a Growing Advisory Firm

Building a Purpose-Driven Practice in Three Months
Building a Purpose-Driven Practice in Three Months
Jan 22, 2025

Building a Purpose-Driven Practice in Three Months

Work-Life Integration, Fulfillment, and Building Your Dream Firm
Work-Life Integration, Fulfillment, and Building Your Dream Firm
Dec 11, 2024

Work-Life Integration, Fulfillment, and Building Your Dream Firm

Redefining Success In Your Financial Planning Firm
Redefining Success In Your Financial Planning Firm
Oct 30, 2024

Redefining Success In Your Financial Planning Firm

Ready to manage like a boss?

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