XYPN
Customer Support and Engagement
The Customer Support and Engagement team at XYPN is dedicated to enhancing the experience of fee-for-service financial advisors by providing exceptional service and resources. This team focuses on onboarding new members, facilitating community connections, managing events, and ensuring ongoing support through training and coaching. Their goal is to empower advisors to thrive in their independent practices while fostering a vibrant and engaged community.
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