THE XYIS XTRA | VIDEO LIBRARY
Video Library
- XYIS Xtra | How to Create Buy-in with Stories and Choices
- XYIS Xtra | My Favorite Pricing Models Used by XY Members
- XYIS Xtra | Why Didn’t This Trade? Best Practices for Executing Investment Models
- XYIS Xtra | Advisor vs. Order Taker - Balancing Collaboration in Investment Management
- XYIS Xtra | 5 Steps to A Great Cost Conversation with Clients
- XYIS Xtra | When and When NOT to Personalize a Portfolio