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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

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
Fee-only advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor
Fee-only advisor

At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm

At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm
Fee-only advisor

Summer Reading Suggestions from the XY Planning Network Team

Summer Reading Suggestions from the XY Planning Network Team
Fee-only advisor

Quoted: Member Media Roundup - June 2021

Quoted: Member Media Roundup - June 2021
Advice

Harness The Power of the 80% Rule to Close More Business as an Advisor

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)

Everything You Need to Know About Outside Business Activities (OBAs)
Fee-only advisor

How To Clarify Your Marketing So Your Ideal Clients Will Listen

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

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

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

Five Email Metrics You Need to Be Tracking as a Financial Advisor
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