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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
Investment Management
Resources & Education
Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Emerald Membership
Sapphire Membership
Support Solutions & Tool Kits
Get in touch →
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XYPN Blog
Advice
Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice
State De Minimis Exemptions from RIA Registration (or Notice Filing)
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
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
Fee-only advisor
Quoted: Member Media Roundup - March 2021
Fee-only advisor
XYPN Roundup: Everything You Need to Know From Our Tax Experts
Fee-only advisor
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes
Fee-only advisor
Five Tips for Writing Effective Job Descriptions for Your Firm
Fee-only advisor
Considering the Benefits of a Tax Extension as a Financial Advisor
Fee-only advisor
A Guide to DIY Design for Independent Financial Advisors
Fee-only advisor
Everything Financial Advisors Need to Know About Email Marketing
Fee-only advisor
A Guide to Creating Wellness for Yourself and Your Business in 2021
Fee-only advisor
How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes
Advice
“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap
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