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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
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
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
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