How Advisors Can Ditch the Office and Work Remotely

Dec 24, 2016

Advice from XYPN's Alan Moore on how advisors can transition to a fully virtual firm.

Pushing that Boulder Up the Mountain

Dec 19, 2016

Transforming your practice in the face of internal opposition

Stephen and Kevin Show Episode 44: Extreme Sales Incentives and Advice to the Career Change Advisor

Dec 16, 2016

When a sales incentive feels more like a punishment and how second-career advisors can flourish.

Three Key Considerations for Implementing a Successful Client Portal

Dec 14, 2016

Measure success by accurate data, useful information and being understandable by clients.

Five Tips for Better Decision Making

Dec 06, 2016

Too often advisors put off major decisions in search of the perfect solution. A better strategy is to make good decisions and execute on them quickly.

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How to Keep Your Employees Satisfied and Engaged

Dec 01, 2016

Happy employees play an integral part in your firm’s success. Get tips for a personalized approach to meet individual needs.

The 10 Best Business Books of 2016 for Advisors

Nov 24, 2016

With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to...

Five Steps to Retaining Clients During a Move

Nov 17, 2016

After spending a professional lifetime building and nurturing relationships, the last thing an advisor wants is to lose ground.