🎙 XYPN member John Underhill, CFP® shares lead gen opportunities and other marketing tactics that work. We also discuss: ✔️ Restructuring your fees ✔️ Working through mid-growth decisions hubs.ly/Q01STcCY0

🎙Episode #363 Join this conversation with XYPN member Christine Amill Centeno, CFP®, MS, if you’re interested in: 📌 The benefits of a "perfect fit" niche for growing your business 📌 Aligning your firm's direction with your financial mission statement hubs.ly/Q01TSC7V0

I have 2 tickets to see Nate Bargatze in Seattle tomorrow at 7pm. Unfortunately we can't make the trip, and Ticketmaster isn't allowing resale on their marketplace. If you're interested in the tickets, let me know!

👋Next Week! We will be hosting a meet-up for #SchwabIMPACT attendees and Philly locals! Join us on the 25th at Top Tomato Philly to connect with other like-minded advisors and meet MichaelKitces, Alan Moore (He/Him/His), and @ArleneDMoss. Save your spot today: hubs.ly/Q024wT2w0

So proud of the AdvicePay team! We just announced that we have processed 1 million transactions and a total of $500 million in planning fees. Said another way, that's 1 million checks that clients didn't have to write :-) financial-planning.com/news/advicepay…

Nonprofit tax question - I was just told by a nonprofit that they could only contract their space to other nonprofits for "tax purposes". Does anyone know if there is actually a tax rule about this?

REGISTER TODAY for my upcoming AMA April 3, 2024 @ 10 AM PT / 1 PM EST!

Join Bob Veres and I TOMORROW! REGISTER NOW hubs.ly/Q02rfc_-0

Join me this Wednesday, April 3, 2024 @ 10 AM PT / 1 PM EST! REGISTER TODAY: hubs.ly/Q02rfc_60 Ask me anything about turning your dream fee-only financial planning firm into a profitable reality.

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win ONE YEAR OF STANDARD MEMBERSHIP. Only open 9 AM MT, April 4 - 9 AM MT, April 5, so your chances are 📈 Members and non-members enter here: hubs.ly/Q02rHBCd0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE WATER BOTTLE. DAY 2 of 10 giveaways only open 9 AM MT, April 5 - 9 AM MT, April 6, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ9zJ0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE NOTEBOOKS. DAY 3 of 10 giveaways only open 9 AM MT, April 8 - 9 AM MT, April 9, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rHVyW0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE BISTRO MUG. DAY 4 of 10 giveaways only open 9 AM MT, April 9 - 9 AM MT, April 10, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ0fY0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TRAVEL MUG. DAY 5 of 10 giveaways only open 9 AM MT, April 10 - 9 AM MT, April 11, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rH-3N0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TUMBLER. DAY 6 of 10 giveaways only open 9 AM MT, April 11 - 9 AM MT, April 12, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ4fR0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE T-SHIRTS. DAY 7 of 10 giveaways only open 9 AM MT, April 12 - 9 AM MT, April 13, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJb8V0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE SWEATSHIRT. DAY 8 of 10 giveaways only open 9 AM MT, April 15 - 9 AM MT, April 16, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ5S00

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE TOTE COOLER. DAY 9 of 10 giveaways only open 9 AM MT, April 16 - 9 AM MT, April 17, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJ4gc0

🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A SNEAK PEEK OF THE NEW FFS BOOK. LAST DAY only open 9 AM MT, April 17 - 9 AM MT, April 18, so your chances are 📈 Non-XYPN members enter here: hubs.ly/Q02rJfXz0

🎉SPECIAL 10TH ANNIVERSARY EPISODE! Tune in and learn about: 📌XYPN's OG story 📌The problems XYPN solved for and how being mission-driven drives growth 📌The next ten years: what's in store for XYPN Listen or Watch:hubs.ly/Q02tbKvj0 YouTube: hubs.ly/Q02tbQm00