XYPN is the leading organization of fee-only advisors that specialize in working with Gen X and Gen Y clients. Co-founded by @R_Alan_Moore and @MichaelKitces
What Advisors Need to Know about Solicitor Referral Arrangements
As a financial advisor, you know you need to engage in smart networking in order to succeed. The ability to make connections within the industry and work closely with centers of influence is vital to...
Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
This week, we’re excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne...
Stop Overspending! Inexpensive Alternatives to Common Costs
It’s not fun to set a budget for yourself when you go into it expecting to cut out things that are important to you. Looking good, feeling good, and having fun can take up a big portion of each...
Good Financial Reads: How to Pay for Grad School, Embracing Change, and More
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to...
We’ve profiled many financial planners and advisors who successfully launched their RIAs and managed to get an initial book of business with a few clients. Those stories and exciting and inspiring...
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