XYPN

09/09/2026

On Behind The Advisor, we’re bringing one of our favorite advisor stories back out of the vault. 🎧✨

Lamar Watson went from following the stock market before college, to building a career in financial services, to eventually asking: what if I built the firm I really wanted?

That question led to Dream Financial Planning, his own fee-only RIA focused on serving clients who are often brand new to financial planning.

If launching your own RIA has ever crossed your mind, this throwback deserves a listen.

🎙️ Watch Lamar’s story → https://hubs.ly/Q04x1PRQ0

09/09/2026

Imagine having fewer cold vendor calls interrupting your day.

That’s one small example of what communication technology can look like when it’s designed around the way financial advisors work.

CurrentClient is joining the XYPN Partner Program, giving members another option for bringing compliant texting, calling, follow-up, and more together.

Exclusive member pricing starts August 20 → https://hubs.ly/Q04tK1lP0

09/07/2026

Your planning model might be built on a dangerous assumption: adult children as a safety net.

The way advisors approach LTC and estate planning needs to change, and Scott Barnes, CFP®, TPCP®, CLTC, and Maddy Roche are coming to to show just where traditional industry templates fall short.

Grab your pass to and get ready to rethink childfree planning → https://hubs.ly/Q04wKF7V0

08/31/2026

SEO can feel like a whole lot of “where do I even start?”

Keywords. Google rankings. AI search. Answer Engine Optimization. The list keeps growing.

So we made the starting point simpler.

Our latest blog covers what SEO means for financial advisors, why it’s still worth paying attention to, and the XYPN resources you can turn to when you’re ready to dig deeper.

Start with the basics ↓
https://hubs.ly/Q04vX6SS0

08/31/2026

Here are the pro-tips for the Dream Team as you start getting ready to shove out to the best conference of the year ( hint: )

🔗 Download the app and RSVP to sessions
✈️ Pack light—we’re a jeans-and-t-shirt kind of conference
🎯 Get ready to find your people

Still need to grab your pass? https://hubs.ly/Q04t6q_60

Thanks to platinum sponsors LLiS, Dimensional Fund Advisors, & Charles Schwab

08/28/2026

Bond yields are more than a number on a screen.

They can tell us something about inflation, credit risk, time horizon, and what the market is asking investors to take on.

In The Anatomy of Yields, Joe Dunn and Andrew Almeida make sense of those moving pieces and bring it back to what matters: understanding the tradeoffs before deciding what belongs in a client’s portfolio.

If you’ve been paying a little more attention to fixed income lately, this conversation is for you.

🎧 Listen to The Anatomy of Yields → https://hubs.ly/Q04tvmGz0

08/28/2026

Tax-Efficient Wealth Building

Explore advisor insights on tax-efficient investing, stock options, equity compensation, tax refunds, and smarter financial planning decisions.

08/28/2026

A phone system here. Compliant texting there. Call notes somewhere else. And then making sure it all gets documented. But what if there’s a better way to bring those pieces together?

CurrentClient is built specifically for financial advisors, bringing texting, calling, follow-up, and more into one communication platform.

Starting August 20, XYPN members get exclusive pricing + a direct XY Archive integration.

See why we’re bringing CurrentClient into the XYPN ecosystem → https://hubs.ly/Q04tJVsr0

08/27/2026

Plot twist: sometimes growth looks like a waitlist. 👀

When Natalie Taylor’s RIA started growing quickly, she made a choice: protect the client experience she worked hard to build rather than keep saying yes.

It’s a refreshing conversation about boundaries, intentional growth, and building a business that works for your life, too.

🎧 Give it a listen: https://hubs.ly/Q04sB3PQ0

08/27/2026

Meet the XYPN LIVE Platinum Sponsors powering XYPN LIVE 2026. Stop by their booths on Wednesday, September 30th to meet the solutions that are some of the leading voices in fee-only financial planning → https://hubs.ly/Q04t3gzM0