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XYPN Blog

Financial Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Financial Advisors

Our Top Blogs of 2023 for Independent 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

Hiring
Compliance

State De Minimis Exemptions from RIA Registration (or Notice Filing)

State-De-Minimis-Exemptions-from-RIA-Registration-(or-Notice-Filing)
Compliance

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

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

Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times
Marketing

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

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

How to Choose a TAMP for Your Financial Planning Practice

How to Choose a TAMP for Your Financial Planning Practice
Financial Advisors

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

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

Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles
Business Development

Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm
Sales

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
Financial Advisors

Quoted: Member Media Roundup - March 2020

Quoted: Member Media Roundup - March 2020
Business Development

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

Which Yield Calculation is the “Right” One? Guidance on Uses and Nuances of Yield Calculations
Financial Advisors

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

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

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

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

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
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