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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
Advice

Want to Convert More Prospects to Clients? Follow These 10 Tips

Want to Convert More Prospects to Clients? Follow These 10 Tips
Advice

Buying or Selling a Financial Planning Firm? Here's What You Need to Know

Buying or Selling a Financial Planning Firm? Here's What You Need to Know
Advice

What Self-Employed Financial Advisors Should Know About Retirement

What Self-Employed Financial Advisors Should Know About Retirement
Advice

FAQs: How to Register as an Investment Advisor

FAQs: How to Register as an Investment Advisor
Advice

XYPN Roundup: How to Create a Website for Your Financial Planning Firm

XYPN Roundup: How to Create a Website for Your Financial Planning Firm
Fee-only advisor

Trade ETFs Like THIS, Not THAT

Trade ETFs Like THIS, Not THAT
Advice

XYPN Roundup: How to Market Your Financial Planning Firm

XYPN Roundup: How to Market Your Financial Planning Firm
Financial Advisors

Launching a Financial Planning Firm During a Recession

Launching a Financial Planning Firm During a Recession
Advice

How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times
Financial Advisors

Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice

Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice
Advice

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience
Fee-only advisor

What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?
Investment Management

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer
Advice

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

Why Advisors Need to Stop Saying,
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