business people puzzle pieces
Differentiated Service Requires Understanding Your Advisor Base – And that Means Segmentation
Jan 19, 2017
By segmenting advisors, TAMPs can better understand and support their clients.
question mark suit
Have I Answered All of Your Questions?
Jan 19, 2017
Transforming a client’s transaction expectation into a relationship.
death-hitchiking-484950101.jpg
Business Death Bed Advice
Jan 17, 2017
An honest reflection after being given a business death sentence.
Stephen and Kevin Show 45
Stephen and Kevin Show Episode 45: 7 Tips for a Highly Productive Day
Jan 12, 2017
Everyday can't be perfect, but it can be better. Here's how.
building blocks
Laying the Foundation for an Advisor’s Long-Term Business Growth
Jan 06, 2017
Now is the time to focus on defining and building your long-term plan.
New Year Advisor Checklist
Sponsored Content
A New Year’s Checklist for Advisors
Jan 06, 2017
A series of practice management and business development tasks that advisors should consider as they enter 2017.
Office
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 boulder up mountain
Pushing that Boulder Up the Mountain
Dec 19, 2016
Transforming your practice in the face of internal opposition
Stephen and Kevin Show episode 44
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.
digital data
Three Key Considerations for Implementing a Successful Client Portal
Dec 14, 2016
Measure success by accurate data, useful information and being understandable by clients.
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