XYPN

🕸️ With Halloween approaching, don't let bookkeeping spook you! Keep your financial records in check to ensure smooth tax filing, regulatory compliance, and clear financial insights. Dive into our latest blog to discover how maintaining up-to-date books can make all the difference:https://hubs.ly/Q02PSv800

Stephanie Bucko, CFA®, CPA, Content Advisory Board member for #XYPNLIVE 2024 shares her must-see sessions: Running Lean: Stop Overthinking and Focus on What Works, How to Prepare for 8 Figure Clients, Adding a Fractional Financial Therapist to Level Up Your RIA, and Estate Tax Planning Is Coming Back made the cut. There’s still time to grab your virtual pass and catch the recording → https://hubs.ly/Q02S-ZbQ0

🍂 Fall is in the air, and so are rich discussions on financial empowerment! In this week's XYPN Podcast, we chat with Jane Mepham, CFP®, about her journey from Kenya to leading Elgon Financial Advisors in Austin. Jane shares valuable insights on cultural sensitivity, the art of asking the right questions, and how content marketing has helped her connect with clients in a meaningful way. 👉 Listen Now: https://hubs.ly/Q02RKtRZ0

Ready for the celebration of the year at #XYPNLIVE? The conference celebrating all the ways advisors advise is taking place next week! 💥 Flying in early? Explore Pre-Cons taking the place the morning of October 15th. 🎯 Haven't registered yet? There's still time to grab your virtual pass for #XYPNLIVE2024 and get in on the content https://hubs.ly/Q02S_21Q0

Ready to take your advisory firm to the next level? Join us on the latest episode of XYPN Radio with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, as he dives into the world of transitioning to an independent RIA and running a successful fee-only firm. Plus, Nathan shares his must-read books of 2024! 📚 Don't miss this episode filled with actionable advice and inspiration: https://hubs.ly/Q02P-K5Y0

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