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  1. XY Investment Solutions
  2. THE XYIS XTRA | VIDEO LIBRARY
  3. Video Library

Video Library

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  • 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
  • XYIS Xtra | All About the Models! A New Model, A Name Change, and a Model Change
  • XYIS Xtra | The Top 4 (Non-investment) Factors When Constructing Portfolios
  • XYIS Xtra | Michael Kitces' Questions to Ask a TAMP (XYIS Answers Them ALL)
  • XYIS Xtra | Talking Clients Off a Ledge (before they get there)
  • XYIS Xtra | The Checklist for Integrating Investment Management
  • XYIS Xtra | How and When to Communicate During Uncomfortable Times
  • XYIS Xtra | How to Deal with Cash + Other Short-Term Investments
  • XYIS Xtra | Flat Fee for Service + Investment Management
  • XYIS Xtra | Expense Ratios - When They Matter + When They Don't
  • XYIS Xtra | Integrating Investment Management Costs
  • XYIS Xtra | Market Turbulence
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