XYPN

This winter, give your RIA the gift of great marketing! ❄️ Our free guide will help you develop a plan to attract more clients, build your brand, and improve your online presence. Best of all? It’s completely free! 👉 Grab your copy now: https://hubs.ly/Q02Z7-0N0 #FinancialAdvisorMarketing #ClientEngagement #SEOForAdvisors #MarketingPlan #LeadGeneration

Early birds save $300 off of final pricing for #XYPNLIVE 2025, but only through December 31, 2024. Grab your pass and reconnect with your Network from September 25-27 in Austin, TX https://hubs.ly/Q030ncsr0

Change is inevitable. Good thing XYPN members Eric Roberge CFP®, Keith Spencer, CFP®, and Stacy Miller, CFP®, MBA are sharing their take on developing a financial plan that’s as flexible as you are in the latest edition of Good Financial Reads. https://hubs.ly/Q030mKTC0

Tech, Tools, and Takeaways from #XYPNLIVE 2024 The financial advisory world is changing fast, and at XYPN LIVE 2024, we showed our members how to stay ahead of the curve with cutting-edge tech, actionable business strategies, and community-driven insights. From innovative workshops to a record-breaking 88 exhibitors, this year’s conference was packed with ways to make your firm more efficient, profitable, and impactful. Whether you’re growing your team or embracing new technology, XYPN LIVE offers the resources to help you thrive. 👉 https://hubs.ly/Q02YyL6p0

💼 Dreaming of launching your own firm in 2025? You don’t have to do it alone. Join Alan Moore, CEO of XYPN, for a FREE webinar where we’ll explore how the Sapphire model streamlines compliance, simplifies onboarding, and lets you focus on what matters: your clients. This session will walk you through: 🔹 How Sapphire eliminates the burden of compliance 🔹 Streamlining client onboarding 🔹 Real-life stories from Sapphire members who’ve already made the leap 📅 Jan 8, 2025 | 10 AM PT / 1 PM EST 🔗 Register Now: https://hubs.ly/Q02_H2010

🎁 This Holiday Season, Invest in Mindfulness & Freedom 🎁 George D. Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward join us on the latest episode of XYPN Radio to discuss the deep intersection of mindfulness, freedom, and fiduciary responsibility. This insightful conversation explores how financial advisors can use life planning to truly understand their clients’ goals—and how mindfulness can improve listening, decision-making, and long-term success. This holiday season, invest in yourself and your practice. Listen now: https://lnkd.in/ezHSWm4R

📖 “The Three Domains of Freedom” is more than just a book—it’s a blueprint for transforming how we live and plan. In this episode of XYPN Radio, George D. Kinder reveals how mindfulness and life planning can empower individuals to break free from conventional limitations. Alongside Lora Woodward, George shares the practical steps advisors can take to help clients achieve freedom in all areas of life. Tune in for a bold and thought-provoking conversation that could change the way you approach your work and your life! 🎧https://hubs.ly/Q02Zhf_b0

🎅 Tis the season for new beginnings! If you're transitioning to your own RIA firm, now’s the time to keep your clients feeling secure and excited! ❄️ Our latest blog has all the tips you need to: - Talk to clients with confidence - Handle the paperwork with ease - Make onboarding simple and smooth Let’s kick off this season of change on the right foot: https://hubs.ly/Q02-cCh80 #RIA #FinancialAdvisor #ClientSuccess #WinterVibes #NewBeginnings

Attending XYPN LIVE isn’t just about getting the best strategies for your advisory firm—it’s about connecting with the people who get it. 🤝 Whether it’s over a coffee or a pickleball match, the unplanned moments are often the most valuable. Read up on the key takeaways from 2024 and find out why 2025 in Austin is the must-attend event for advisors. 👉 https://hubs.ly/Q02_k2Js0

This holiday season, take a break to think about your growth! 🌱✨ On the next episode of XYPN Radio, Kristin Harad—coach, former financial advisor, and marketing expert—joins us to share her journey of personal and professional evolution. If you’re a financial advisor looking for ways to build a more fulfilling business and life, this conversation is for you. 🎙️ Get ready to learn about prioritization, goal-setting, and growing your firm with intention in 2024. Tune in now: https://hubs.ly/Q02-ZfYK0 #XYPNRadio #BusinessGrowth #FinancialAdvisors #NewYearGoals #HolidayReflection