Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experiences, opportunities, and hardships. As we braced for a new reality, the XYPN Advisor Success team rolled out "The Way Forward", an initiative that leans on the expertise of all of these coaches to provide advisors with the tools they need to handle the 2020 market disruption and beyond.

Today, Emily, Arlene, Carolyn and BB share what they've built for our advisor community, including the resources and programs that comprise “The Way Forward.” From providing open coaching opportunities to webinars and educational courses around how to market in our new world. Emily and Arlene speak directly about actionable steps advisors can take to plan for and build a business in today's environment while Carolyn and BB discuss changes to your marketing/sales processes. What they do all agree on is keeping the human component of the advisor client relationship front and center.

There's no denying that we're in a shared crisis with our clients for the first time ever. This provides a meaningful opportunity for advisors to be seen as solution providers to their clients, but more importantly, a real human that understands what it's like to wake up every day right now with uncertainty. If you're interested in what XYPN has done and continues to do to support advisors in a time of crisis, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/256