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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

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
Fee-only advisor

Four (Doable) Ways to Dramatically Improve Your RIA's Website

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

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

Branding Basics: Where To Start as an Independent Financial Advisor
Advice

19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor
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