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. By Reese Harper, CFP®

I Couldn’t Avoid the Drama Triangle, Again by Reese Harper

I love the dark silence, the stars, and the mountains. I enjoy the quiet nights where no one is complaining,...

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Client Experience

Software

Being More Mindful About Today

One of the big challenges for many women in the workforce, the finance industry not excluded, is balancing the responsibilities...

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Client Experience

Software

Funded: The Hardest $5M I’ve Ever Raised

It’s strange how walking away from something so brutal, you can feel so confident. Ample rejection, followed by eventual success,...

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Vision

From Mom to CFP to C-Suite

One of the big challenges for many women in the workforce, the finance industry not excluded, is balancing the responsibilities...

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Client Experience

Value Cards Create Stronger Bonds

Want to understand what makes your clients tick? Elements says pick a card, any card.

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Client Experience

Thanks, Valter.

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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Vision

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

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Real Coaching, Really Fast.

Articles

Articles.

The Membership Model: Do Good, Help More People

Real Coaching, Really Fast.

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