The XYIS Xtra is in Bozeman this week and it’s a checklist for setting up an investment management program or platform for your firm! Also, be sure to tune into the XYPN Town Hall on Monday, January 28th where we will be making a BIG XYIS ANNOUNCEMENT. Aannnnnd we may or may not have just used this checklist ourselves as we...Don't you wish you knew...the XYIS platform. Love it or hate it, feel free to tell us what you think.
In this 9-minute installment, we’ll cover:
- Designing specifically for your niche
- Conviction (or not) in your investment philosophy
- Cost + pricing considerations - yours and theirs!
- The Client Experience - when it matters / when it doesn’t
- The Advisor Experience - make your life easier (automatic invoices anyone?)
- Experience, Expertise + Service...do you get it, do you give it?
What happened in December (and all of 2018)? Want to see all your indices in one place? Here’s a link to December’s Market Returns.
If you have any questions or concerns, hit us up at (360) 301-7579 or firstname.lastname@example.org.