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XYPN Blog

Advice

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice

State De Minimis Exemptions from RIA Registration (or Notice Filing)

State-De-Minimis-Exemptions-from-RIA-Registration-(or-Notice-Filing)
Advice

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring
Advice

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
Fee-only advisor

CPA vs EA: Which is Better?

CPA vs EA: Which is Better?
Advice

Craft a Compelling Value Proposition in 6 Steps (Template Included)

Craft a Compelling Value Proposition in 6 Steps (Template Included)
Fee-only advisor

The New CFP® Domain: Psychology of Financial Planning

The New CFP® Domain: Psychology of Financial Planning
Fee-only advisor

The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

The 4 Most Important Pages on an RIA Website and Tips to Maximize Each
Growing Your Firm

Employer-Sponsored Childcare: The Story Behind XY Learning Center

Employer-Sponsored Childcare: The Story Behind XY Learning Center
Fee-only advisor

HSA vs. FSA: What You Need To Know as an Advisor

HSA vs. FSA: What You Need To Know as an Advisor
Assets Under Management (AUM)

How to Determine Your Pricing and Services as You Launch Your Firm

How to Determine Your Pricing and Services as You Launch Your Firm
Advice

The 7 Tech Tools You Need to Launch a Fee-only Firm

The 7 Tech Tools You Need to Launch a Fee-only Firm
Fee-only advisor

XYPN Roundup: Our Top 10 Tax Blogs of 2021

XYPN Roundup: Our Top 10 Tax Blogs of 2021
Fee-only advisor

A Breakdown of the 5 Tax Filing Statuses

A Breakdown of the 5 Tax Filing Statuses
Fee-only advisor

Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions

Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions
Fee-only advisor

Should You Make an S Corporation Election? Everything You Need To Know

Should You Make an S Corporation Election? Everything You Need To Know
Advice

8 Tips to Skyrocket Your Sales Through the Power of Video

8 Tips to Skyrocket Your Sales Through the Power of Video
Fee-only advisor

The 3 Reasons Marketing Campaigns Fail to Drive Results for RIAs

The 3 Reasons Marketing Campaigns Fail to Drive Results for RIAs
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