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Membership
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 →
Find an Advisor →
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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
Fee-only advisor
Our Top Blogs of 2023 for Independent Financial Advisors
Advice
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?
Investment Management
What Makes a Rational Consumer (and Why Financial Advisors Should Care)
Advice
Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"
From XYPN Members
Quoted: Member Media Roundup - May 2020
Fee-only advisor
Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement
Advice
XYPN Roundup: Technology Solutions for Independent Financial Advisors
Advice
XYPN Radio Roundup: From Broker-Dealer to Fee-Only
Advice
Why, When, and How to Transition to Fee-Only Financial Planning: What Would Arlene Say?
Fee-only advisor
Working From Home: How Advisors Can Transition to a Virtual Practice
Advice
Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases
Marketing
Navigating the New Normal: Strategies for Serving Your Prospects and Clients
Advice
Do's & Don'ts for Building Your Firm's Website
Advice
Launching Your Own RIA: Advice from Advisors Who Took the Leap
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