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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

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)
Fee-only advisor

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC
Financial Advisors

How to Create Online Training: 11 Steps for Financial Advisors

How to Create Online Training: 11 Steps for Financial Advisors
Fee-only advisor

How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients
Financial Advisors

Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More

Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More
Advice

How to Build A Successful Remote Team

How to Build A Successful Remote Team
Advice

How Advisors Can Use Email Nurture Campaigns to Convert Prospects into Clients

How Advisors Can Use Email Nurture Campaigns to Convert Prospects into Clients
Advice

Investment Management: Communicating Your Value as a Financial Advisor

Investment Management: Communicating Your Value as a Financial Advisor
Fee-only advisor

XYPN Radio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

XYPN Radio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry
Advice

9 Experiments to Try When Marketing Your RIA

9 Experiments to Try When Marketing Your RIA
Advice

Guiding Your Clients Through Retirement Planning: IRA Basics

Guiding Your Clients Through Retirement Planning: IRA Basics
From XYPN Members

Quoted: Member Media Roundup - July 2020

Quoted: Member Media Roundup - July 2020
Financial Advisors

How to Leverage Emotion to Guide Your Clients Through Change with Cassandra Worthy

How to Leverage Emotion to Guide Your Clients Through Change with Cassandra Worthy
Advice

Want More Business? A Guide for Visualizing Your Success

Want More Business? A Guide for Visualizing Your Success
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