Articles.

Browse our collection of hand-crafted articles, each of which provide valuable insights for financial advisors looking to grow their business and help more people make informed financial choices.

The Membership Model: Do Good, Help More People

A look into the future where the right philosophy and right tech work together to improve how advisors attract, educate, and convert new clients.

Music & Money

Money is complicated. It's not just a functional thing that we can fix with financial products. Money is mostly emotional,...

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Client Experience

The Membership Model: Do Good, Help More People

A look into the future where the right philosophy and right tech work together to improve how advisors attract, educate,...

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Client Experience

The One Page Plan Is Here 🙌

Our One Page Plan is rooted in simplicity. Its goal is to communicate an action plan in a way that...

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Announcement

Lowering the Cost of Important Conversations

Training clients to embrace some level of uncertainty and live more presently requires a different set of tools than what...

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Client Experience

Insights Are Now Available in Beta

Insights & Actions is an advisor-driven client engagement tool that combines notifications, analysis, and communication in a single screen.

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Announcement

XYPN Radio Interviews Reese About Serving a Niche

We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a...

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Planning Process

Software

Monitor Financial Vitals to Increase Client Trust

Imagine you’re feeling chronic fatigue. You don’t know what’s up, so you decide to get a comprehensive medical exam. First...

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Planning Process

The Perfect RIA Podcast With Reese Harper

On this episode of The Perfect RIA, co-host Matthew Jarvis is joined by Reese to talk about how to bring...

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Client Experience

Elements 2.0 Beta Is Here!

We've been hard at work and it is finally here! Learn what you need to get started and all about...

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Announcement

Don’t Hire an Advisor

You’re buried with client work and practice management. You’re working long hours, your discretionary time is limited, and you need...

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Firm Growth & Marketing

Niche Firms and the Future of Advice

Building a niche firm takes focus. I picked my niche (Dentist Advisors) in 2010. Now, more than a decade later,...

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Firm Growth & Marketing

Clients Care About Emotional Jobs More Than You Think

Summary: Most clients prioritize emotional jobs over functional jobs at the point of sale and during the lifetime of a...

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Planning Process

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Articles

Articles.

The Membership Model: Do Good, Help More People

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