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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

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
Financial Advisors

XYPN's Financial Planning Process

XYPN's Financial Planning Process
Fee-only advisor

I Own My Own Firm...So, How Do I Pay Myself?

I Own My Own Firm...So, How Do I Pay Myself?
Advice

How to Build a Sales Pipeline for Your Financial Planning Firm

How to Build a Sales Pipeline for Your Financial Planning Firm
Advice

Want More Clients? Follow This Sales Philosophy

Want More Clients? Follow This Sales Philosophy
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