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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)
Financial Advisors

Branding Basics: Where To Start as an Independent Financial Advisor

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

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
Community

Reflecting on Women's History Month: Team Member Q&A

Reflecting on Women's History Month: Team Member Q&A
Advisor Blog

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Five (Much Needed) Tips for Keeping Your Virtual Team Connected
Financial Advisors

Your Go-To Guide for Acronyms and Other Industry-Specific Terms

Your Go-To Guide for Acronyms and Other Industry-Specific Terms
Marketing

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor
Community

Quoted: Member Media Roundup - March 2021

Quoted: Member Media Roundup - March 2021
Financial Advisors

XYPN Roundup: Everything You Need to Know From Our Tax Experts

XYPN Roundup: Everything You Need to Know From Our Tax Experts
Financial Advisors

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes
Advisor Blog

Five Tips for Writing Effective Job Descriptions for Your Firm

Five Tips for Writing Effective Job Descriptions for Your Firm
Financial Advisors

Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor
Marketing

A Guide to DIY Design for Independent Financial Advisors

A Guide to DIY Design for Independent Financial Advisors
Financial Advisors

Everything Financial Advisors Need to Know About Email Marketing

Everything Financial Advisors Need to Know About Email Marketing
Entrepreneurship

A Guide to Creating Wellness for Yourself and Your Business in 2021

A Guide to Creating Wellness for Yourself and Your Business in 2021
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