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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

Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh
Advice

6 Steps to Fully Utilize Your Portfolio Management Software

6 Steps to Fully Utilize Your Portfolio Management Software
Fee-only advisor

What Financial Advisors Need to Know About Custody

What Financial Advisors Need to Know About Custody
Fee-only advisor

Advice for Independent Financial Advisors, From Advisors

Advice for Independent Financial Advisors, From Advisors
Advice

Uncovering Your Client’s Values While Sharing Your Own

Uncovering Your Client’s Values While Sharing Your Own
Advice

The Anatomy of a High-Converting Website

The Anatomy of a High-Converting Website
From XYPN Members

Quoted: Member Media Roundup - October 2020

Quoted: Member Media Roundup - October 2020
Fee-only advisor

Ten Advisor Websites That Stand Out From the Crowd

Ten Advisor Websites That Stand Out From the Crowd
Advice

How to Create Your Ideal Client Avatars for Your Financial Planning Firm

How to Create Your Ideal Client Avatars for Your Financial Planning Firm
Financial Advisors

The Importance of Vulnerability as an Independent Financial Advisor

The Importance of Vulnerability as an Independent Financial Advisor
Advice

How to Improve Your RIA's Stagnant Twitter Page: A Step-by-Step Guide for Financial Advisors

How to Improve Your RIA's Stagnant Twitter Page: A Step-by-Step Guide for Financial Advisors
Advice

Spend Less and Get More with XYPN's Tech Stack

Spend Less and Get More with XYPN's Tech Stack
Advice

How to Effectively Communicate with Your TAMP Back-Office Team

How to Effectively Communicate with Your TAMP Back-Office Team
Firm Ownership

Meet Our XYPN LIVE 2020 Exhibitors!

Meet Our XYPN LIVE 2020 Exhibitors!
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