Resources

Our free educational content is designed to help financial advisors grow and scale their businesses so they can help way more people make smart financial decisions.

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    Blog

    Thanks, Valter.

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

    TOPICS
    Vision

    Blog

    Music & Money

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

    TOPICS
    Client Experience

    Blog

    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

    Blog

    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

    Blog

    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

    Blog

    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

    Blog

    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

    Blog

    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

    Blog

    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...

    TOPICS
    Client Experience

    Blog

    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

    Blog

    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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    Growth and Scale

    Blog

    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,...

    TOPICS
    Growth and Scale