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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 Members
Sapphire Members
Support Solutions & Tool Kits
Get in touch →
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XYPN Blog
Financial Advisors
Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Financial Advisors
Our Top Blogs of 2023 for Independent Financial Advisors
Business Development
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
Compliance
State De Minimis Exemptions from RIA Registration (or Notice Filing)
Financial Advisors
What's the Perfect Time to Make an S Corp Election for an RIA?
Financial Advisors
What Makes a Rational Consumer (and Why Financial Advisors Should Care)
Sales
Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"
Financial Advisors
Quoted: Member Media Roundup - May 2020
Financial Advisors
Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement
Financial Advisors
XYPN Roundup: Technology Solutions for Independent Financial Advisors
Financial Advisors
XYPN Radio Roundup: From Broker-Dealer to Fee-Only
Financial Advisors
Why, When, and How to Transition to Fee-Only Financial Planning: What Would Arlene Say?
Advisor Blog
Working From Home: How Advisors Can Transition to a Virtual Practice
Financial Advisors
Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases
Advisor Blog
Navigating the New Normal: Strategies for Serving Your Prospects and Clients
Technology
Do's & Don'ts for Building Your Firm's Website
Entrepreneurship
Launching Your Own RIA: Advice from Advisors Who Took the Leap
Financial Advisors
Using Zoom in Your Financial Planning Firm: Tips For Getting Started
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