XYPN

As a financial planner, your time is valuable. Spending hours on bookkeeping can detract from serving your clients and growing your business. Learn how outsourcing your bookkeeping can transform your operations and free up your schedule in our latest blog post: https://hubs.ly/Q02R6Ld90

Looking to scale your business and connect with your ideal clients? Our latest blog, explores how cultivating strategic partnerships can address your most pressing challenges and accelerate your growth. From finding the right partners to integrating your efforts, this guide provides practical steps for creating impactful collaborations. Dive in and start transforming your business through the power of partnerships: https://hubs.ly/Q02P19FF0

Are You Ready for the Wealth Shift? Join our FREE webinar, “Bridging Generations: Mastering Strategies for the Great Wealth Transfer,” with Tom Via from Envestnet. - Get practical insights into estate planning that apply to clients at any net worth. - Learn to integrate estate planning seamlessly into your practice. - Discover how to leverage fintech to meet the financial needs of younger generations. (P.S., all attendees receive a free digital copy of MoneyGuide’s eBook on The Great Wealth Transfer!) It is also 1 CFP? CE Credit Eligible. ? LAST CHANCE to enroll for FREE: https://hubs.ly/Q02Q-8yJ0

?? Ghostly Gaps in Your Email Campaign? ?? It’s time to exorcise those email marketing woes! Dive into our guide on the best email campaign software for financial advisors and discover which platform will give you the most bang for your buck. From Constant Contact to MailChimp and more, our spooky review will help you choose wisely! Don’t miss out—read the full guide here:https://hubs.ly/Q02Q2NLM0

??? Unlock Your Client's True Goals! ??? Dive into our latest blog to discover how the Master List Of Goals Checklist can transform your financial planning conversations. Let’s help clients clarify what truly matters: https://hubs.ly/Q02Sj7xF0

Leveraging a Master List of Goals to Uncover Clients’ True Financial Priorities https://hubs.ly/Q02SmFZS0

Exciting News! In the latest episode of XYPN Radio, Maddy Roche had the pleasure of speaking with Nathan Donohue CFP?, RICP?, CLU?, CLTC?, co-founder of Consilio Wealth Advisors. Nathan shared his journey of transitioning from a broker-dealer to a successful fee-only RIA and offered incredible insights on leadership, delegation, and team empowerment. Don't miss out on Nathan’s book recommendations for 2024 and more! Tune in now for practical advice that can transform your advisory practice: https://hubs.ly/Q02P-jqZ0

XYPN LIVE is where the Network comes together, but don't just take our word for it: Britton Gregory, CFP?, 2024 Content Advisory Board member, shared, "While I'm excited about the majority of the sessions, if you pinned me down and forced me to choose, I'd say that I'm most excited about hearing from Rebecca Conner, CPA/PFS, CFP?, RLP?, Cristina Livadary, CFP?, RLP?, Daniel Yerger, MBA, CFP?, ChFC, AIF, and other heads of rock star firms -- I always love getting a peek into how leaders run their business!" RSVP for these must-see sessions (or grab your pass https://hubs.ly/Q02P_l6-0)

?? As we embrace the autumn chill and pumpkin spice lattes, remember that your financial records deserve the same attention! Proper bookkeeping is crucial for tax accuracy, audit preparedness, and insightful financial planning. Get ahead this season—read our blog to learn why staying current with your books is essential:https://hubs.ly/Q02PSzfv0

Join us for a FREE webinar with Tom Via from Envestnet, where you’ll discover powerful strategies for engaging both current and future generations of clients. But what’s in it for you? - Learn effective estate planning techniques to enhance financial outcomes. - Address the unique needs of younger generations with modern fintech solutions. - Strengthen multi-generational relationships to build loyalty and trust. (P.S., all attendees receive a free digital copy of MoneyGuide’s eBook on The Great Wealth Transfer!) It is also 1 CFP? CE Credit Eligible. ?? Join for FREE: https://hubs.ly/Q02Q-8l30