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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)
Marketing

8 Tips to Skyrocket Your Sales Through the Power of Video

8 Tips to Skyrocket Your Sales Through the Power of Video
Marketing

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
Financial Advisors

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

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

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
Technology

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
Financial Advisors

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
Marketing

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

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

Introducing the AdvisorTech Expo Finalists!

Introducing the AdvisorTech Expo Finalists!
XYPN LIVE

Meet Our XYPN LIVE 2021 Exhibitors!

Meet Our XYPN LIVE 2021 Exhibitors!
Fee-only advisor

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:
Financial Advisors

Your Guide to Form 8606 as an Advisor

Your Guide to Form 8606 as an Advisor
Entrepreneurship

How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive

How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive
Marketing

Send Better Emails Using These Free (or Almost Free) Tools

Send Better Emails Using These Free (or Almost Free) Tools
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