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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 Reverse Engineer Your Business Goals: What Would Arlene Say?

How to Reverse Engineer Your Business Goals: What Would Arlene Say?
Advice

Website Accessibility: What, Why, Who, and How for Your Firm's Website

Website Accessibility: What, Why, Who, and How for Your Firm's Website
Advice

Thinking About Scaling Your Firm? These Podcasts Will Help

Thinking About Scaling Your Firm? These Podcasts Will Help
Fee-only advisor

Mastering Mastermind Groups

Mastering Mastermind Groups
Advice

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All
Advice

Firm Ownership: An In-Depth Look at the Journey from Start to Finish

Firm Ownership: An In-Depth Look at the Journey from Start to Finish
Financial Advisors

8 Marketing Experiments Every Independent Financial Advisor Should Try

8 Marketing Experiments Every Independent Financial Advisor Should Try
RIA

The Best of XYPN Radio: Advice for Independent Financial Advisors

The Best of XYPN Radio: Advice for Independent Financial Advisors
RIA

The Best of What Would Arlene Say: Advice for Independent Financial Advisors

The Best of What Would Arlene Say: Advice for Independent Financial Advisors
Financial Advisors

Diminished Capacity and Elder Financial Exploitation

Diminished Capacity and Elder Financial Exploitation
Financial Advisors

Our Top Blogs of 2019 for Independent Financial Advisors

Our Top Blogs of 2019 for Independent Financial Advisors
Advice

Free (Or Almost Free) Tools to Freshen Your Firm's Website

Free (Or Almost Free) Tools to Freshen Your Firm's Website
Financial Advisors

How to refine your RIA's client service model

How to refine your RIA's client service model
Financial Advisors

Creating a Culture That Promotes Work/Life Balance in Your Firm

Creating a Culture That Promotes Work/Life Balance in Your Firm
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