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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
Fee-only advisor

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
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
Fee-only advisor

7 Tips For Properly Disclosing Advisory Fees and Staying Compliant

7 Tips For Properly Disclosing Advisory Fees and Staying Compliant
Fee-only advisor

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor
Fee-only advisor

W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals

W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals
Advice

A Winning Website: How to Convert your Firm's Website Visitors to Leads

A Winning Website: How to Convert your Firm's Website Visitors to Leads
Advice

What You Need to Know When Selling Your House from a Tax Perspective

What You Need to Know When Selling Your House from a Tax Perspective
Fee-only advisor

A Step-By-Step Guide for Evaluating and Adjusting Marketing Ideas

A Step-By-Step Guide for Evaluating and Adjusting Marketing Ideas
Financial Planning

Introducing the AdvisorTech Expo Finalists!

Introducing the AdvisorTech Expo Finalists!
Fee-only advisor

Meet Our XYPN LIVE 2021 Exhibitors!

Meet Our XYPN LIVE 2021 Exhibitors!
Advice

8 Questions to Help You Choose Your Niche as a Fee-Only Advisor:

8 Questions to Help You Choose Your Niche as a Fee-Only Advisor:
Fee-only advisor

Your Guide to Form 8606 as an Advisor

Your Guide to Form 8606 as an Advisor
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