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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,...
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...
Blog
Value Cards Create Stronger Bonds
Want to understand what makes your clients tick? Elements says pick a card, any card.
Blog
Thanks, Valter.
Money is complicated. It's not just a functional thing that we can fix with financial products. Money is mostly emotional,...
Blog
Music & Money
Money is complicated. It's not just a functional thing that we can fix with financial products. Money is mostly emotional,...
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,...
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...
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...
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.
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...
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...
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...
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