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
- 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