XYPN

?? As the days get shorter and the holiday season approaches, it’s time to get serious about your firm’s growth for the year ahead. ?? XYPN’s 2024 Annual Benchmarking Study is packed with tips to help you scale your advisory practice with confidence. From understanding the impact of a niche to hiring the right team, we’ve got insights to ensure you’re ahead of the game in 2024. The path to growth is paved with knowledge—start here! ?? Read Here: https://hubs.ly/Q02XR8V30

What happens when your team doesn’t take ownership? ?? Lack of accountability, reduced productivity, and higher turnover are just a few of the issues that arise. It’s time to instill an Ownership Mentality within your business culture—no matter the size. From financial reporting to employee engagement, every decision can foster a deeper connection to your company’s success. Explore the key strategies for creating an Ownership Mentality: https://hubs.ly/Q02YtrGD0

Don't miss your chance to save 37% on your #XYPNLIVE pass! Early bird pricing ends December 31. Join a vibrant community of like-minded advisors for a weekend in the Lone Star State from September 25-27, 2025! https://hubs.ly/Q02Y5v3L0

Mindfulness, Freedom, and a Fiduciary Driven Civilization https://hubs.ly/Q02ZJbRj0

?? A Thankful Reminder: Just 1 Week Until Our Free Webinar! ?? Permanent life insurance can be a tricky subject to navigate, but when used correctly, it can serve as an invaluable tool for your clients. ??? On December 3rd, join expert Mark Maurer, MBA, CFP? to gain critical insights on how to assess and optimize permanent life insurance. ?? RSVP For FREE (P.S Did we mention it's eligible for 1 CFP CE credit): https://hubs.ly/Q02Xn08P0 #ThanksgivingPrep #LifeInsurance #FinancialAdvisors #CFP #Webinar #ClientSolutions

Are you ready to mix and mingle with XYPN??? We're swinging into your area and sponsoring a meet-up with member host Stephen Bodwell, CFP?, CPA/PFS?! When: Thursday, December 5 @ 6 PM CT Where: Thirsty Lion Gastropub | Dallas, TX RSVP today: https://hubs.ly/Q02ZnR980

Connect, reconnect, and work ON your business with the Network at #XYPNLIVE.?? Grab your pass before December 31 to save 37% off final pricing for your XYPN LIVE pass! https://hubs.ly/Q02Y5tdh0 Picture: Quinn Arnold, CFP?

?? The End of the Year Is Coming—Are Your 1099s Ready for Filing? ?? As we embrace the season of gratitude, let’s not forget the importance of good financial practices! Year-end tax season doesn’t have to be stressful, especially if you start preparing now. If you’ve hired independent contractors or paid vendors, it's time to get those 1099-NECs in order. The good news? We’ve compiled everything you need to know in our latest blog, including updates for 2024. Instead of rushing around in January, tackle it now and cross it off your list! Check out our latest blog, "The 411 on 1099s: What RIA Owners Need to Know," for helpful tips and insights.?? https://hubs.ly/Q02WVQl50 #TaxSeason #1099s #RIA #Bookkeeping #YearEndPrep #TaxTips #Thanksgiving

?? Winter is here! ??And while you’re cozying up by the fire, it’s also time to think ahead—how can you set your firm up for growth in 2024? XYPN’s Annual Benchmarking Study is back with new insights to help you navigate the challenges and opportunities of fee-for-service advisory. From niche marketing to building the right team, this study has what you need to know to keep growing. Start planning for a jolly and profitable new year! ?? Read Here: https://hubs.ly/Q02XR99W0

XYPN's members love to share their knowledge and help everyone, regardless of age or assets. ?? In the latest edition of Good Financial Reads: Strategies to Save on Your Taxes, Meg Bartelt, CFP?, RICP?, MS, Dawn Mabery Chestnut, CFP?, MSPFP, ChFC?, AIF?, MPAS?, and Levi Sanchez CFP?, CPWA?, CEPA? share their strategies to save on taxes. https://hubs.ly/Q02ZbVCY0