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Launching and growing your independent financial planning firm can feel overwhelming. As a solopreneur, you may find yourself looking for ideas and advice but not sure where to turn. Let the expert team members at XYPN provide you with the guidance and support you need when it comes to topics like: 

  • Compliance support and financial planning workflows

  • How to market your firm, regardless of your budget

  • Building sales processes to turn leads into clients

  • How to hire, build a team, and be a great people manager

  • And much more

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