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XYPN Blog

Financial Advisors

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

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

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
Business Development

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

Hiring
Compliance

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

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

The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022

The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022
Compliance

Outside Investment Manager Due Diligence & Disclosure (Templates)

Outside Investment Manager Due Diligence & Disclosure (Templates)
XYPN LIVE

5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm

5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm
Financial Advisors

The One Behavioral Finance Truth All Firm Owners Should Know

The One Behavioral Finance Truth All Firm Owners Should Know
Community

Quoted: Member Media Roundup - May 2022

Quoted: Member Media Roundup - May 2022
Financial Advisors

Getting Real with Carl Richards at XYPN LIVE 2022

Getting Real with Carl Richards at XYPN LIVE 2022
Financial Advisors

8 Simple Tips to Optimize Tax Planning as an Advisor

8 Simple Tips to Optimize Tax Planning as an Advisor
Investment Management

ESG Investing: An Investment Expert's High-level Review

ESG Investing: An Investment Expert's High-level Review
Compliance

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

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

Email Marketing 101 For Independent Financial Advisors

Email Marketing 101 For Independent Financial Advisors
Financial Advisors

Why Now is the Time for Advisors to Educate Themselves on Digital Assets

Why Now is the Time for Advisors to Educate Themselves on Digital Assets
Financial Advisors

When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

When to Say No As an Advisor: Why a No Opens the Door to a Better Yes
Bookkeeping

What You Need to Know about Recordkeeping from a Tax Perspective

What You Need to Know about Recordkeeping from a Tax Perspective
Fee-only advisor

What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?

What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?
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