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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

What a Qualified Charitable Distribution (QCD) Means for Your Taxes

What a Qualified Charitable Distribution (QCD) Means for Your Taxes
Fee-only advisor

How Can XYPN Membership Benefit Established Advisors?

How Can XYPN Membership Benefit Established Advisors?
Advice

Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor
Fee-only advisor

Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen

Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen
Fee-only advisor

Your Guide to Social Media Compliance and the New SEC Marketing Rules

Your Guide to Social Media Compliance and the New SEC Marketing Rules
Fee-only advisor

Your Guide to Stock Compensation Plans and Taxes

Your Guide to Stock Compensation Plans and Taxes
Fee-only advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor
Advice

Create Connection and Close the Sale with These 3 Sales Process Truths

Create Connection and Close the Sale with These 3 Sales Process Truths
Advice

4 Tips for Getting Clients Engaged in the Financial Planning Process

4 Tips for Getting Clients Engaged in the Financial Planning Process
Fee-only advisor

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season
Fee-only advisor

Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor
Fee-only advisor

Everything Advisors Need to Know About IRA Distributions and Taxes

Everything Advisors Need to Know About IRA Distributions and Taxes
Advice

Master Your To-Dos with a (Free) Project Management Tool

Master Your To-Dos with a (Free) Project Management Tool
Fee-only advisor

3 Ways to Calculate Your Marketing Budget at Different Growth Stages

3 Ways to Calculate Your Marketing Budget at Different Growth Stages
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