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Tech
Compliance
Community
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Compliance
Bookkeeping
Investment Management
Operations
Resources & Education
Resources
Blog
Podcast
Guides & Courses
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Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Standard Membership
Support Solutions & Tool Kits
Get in touch →
Find an Advisor →
Financial Reads
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XYPN Blog
Advice
State De Minimis Exemptions from RIA Registration (or Notice Filing)
Advice
Leaving Your Firm? The Broker Protocol is One Detail You Can't Miss
Advice
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
Advice
Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
Advice
Harness The Power of the 80% Rule to Close More Business as an Advisor
Fee-only advisor
Everything You Need to Know About Outside Business Activities (OBAs)
Fee-only advisor
How To Clarify Your Marketing So Your Ideal Clients Will Listen
Fee-only advisor
The Four Steps to Conquering Self-Employment Taxes as an Advisor
Scaling
The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor
Fee-only advisor
Five Email Metrics You Need to Be Tracking as a Financial Advisor
Fee-only advisor
Four (Doable) Ways to Dramatically Improve Your RIA's Website
Fee-only advisor
How You Can Use a Virtual Assistant as an Independent Financial Advisor
Fee-only advisor
Branding Basics: Where To Start as an Independent Financial Advisor
Advice
19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor
Fee-only advisor
Reflecting on Women's History Month: Team Member Q&A
Fee-only advisor
Five (Much Needed) Tips for Keeping Your Virtual Team Connected
Fee-only advisor
Your Go-To Guide for Acronyms and Other Industry-Specific Terms
Advice
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor
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