Educational Resources for Financial Advisors

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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

    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,...

    TOPICS
    Vision

    Blog

    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...

    TOPICS
    Client Experience

    Blog

    Value Cards Create Stronger Bonds

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

    TOPICS
    Client Experience

    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,...

    TOPICS
    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...

    TOPICS
    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...

    TOPICS
    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.

    TOPICS
    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...

    TOPICS
    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...

    TOPICS
    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