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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
Advice

Using Zoom in Your Financial Planning Firm: Tips For Getting Started

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

Executing Firm-Wide Risk Assessments and Annual Reviews of Your Compliance Program
Advice

Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times
Advice

Why You Need to Align Your Firm's Marketing and Sales Strategies

Why You Need to Align Your Firm's Marketing and Sales Strategies
Advice

How to Choose a TAMP for Your Financial Planning Practice

How to Choose a TAMP for Your Financial Planning Practice
Independent Financial Advisor

To the Advisors We Love, from Team XYPN: A Coronavirus Resource Roundup

To the Advisors We Love, from Team XYPN: A Coronavirus Resource Roundup
Marketing

Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles
Fee-only advisor

Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm
Advice

How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors
From XYPN Members

Quoted: Member Media Roundup - March 2020

Quoted: Member Media Roundup - March 2020
Financial Advisors

10 Steps for Choosing the Best Business Path for Scaling Your Firm

10 Steps for Choosing the Best Business Path for Scaling Your Firm
Fee-only advisor

XYPN Roundup: The 4-1-1 on Fees for Firm Owners

XYPN Roundup: The 4-1-1 on Fees for Firm Owners
Advice

How to Get the Most Out of Your Investor Policy Statement (IPS)

How to Get the Most Out of Your Investor Policy Statement (IPS)
Advice

Having Difficult Conversations: A Skill Every Financial Advisor Needs

Having Difficult Conversations: A Skill Every Financial Advisor Needs
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