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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
Advice
Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
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
Advice
Using Zoom in Your Financial Planning Firm: Tips For Getting Started
Fee-only advisor
Executing Firm-Wide Risk Assessments and Annual Reviews of Your Compliance Program
Advice
Business Considerations For Firm Owners During Tough Times
Advice
Why You Need to Align Your Firm's Marketing and Sales Strategies
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