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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 Support Network as an Independent Financial Advisor: What Would Arlene Say?

How to Choose a Support Network as an Independent Financial Advisor: What Would Arlene Say?
Financial Advisors

How to Inspire Your Clients to Action and Help Them Achieve Financial Freedom with George Kinder

How to Inspire Your Clients to Action and Help Them Achieve Financial Freedom with George Kinder
Advice

The Evolving Landscape of Social Media Compliance

The Evolving Landscape of Social Media Compliance
Advice

Not Creative? How to Market Your Financial Planning Firm Anyway

Not Creative? How to Market Your Financial Planning Firm Anyway
RIA

XYPN Roundup: Our Most Popular XYPN Radio Episodes for Independent Financial Advisors

XYPN Roundup: Our Most Popular XYPN Radio Episodes for Independent Financial Advisors
RIA

XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms

XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms
Advice

Developing an Annual Review Process for Your Firm

Developing an Annual Review Process for Your Firm
Fee-only advisor

Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch
Advice

A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey
Advice

Stories of Success: The First Year of Firm Ownership

Stories of Success: The First Year of Firm Ownership
Advice

Conquering The Emotions You Feel at Different Stages In Your Business: What Would Arlene Say?

Conquering The Emotions You Feel at Different Stages In Your Business: What Would Arlene Say?
Advice

Compliance for WRAP Programs

Compliance for WRAP Programs
Financial Advisors

RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's
Advice

An Inflection Point in the Industry?

An Inflection Point in the Industry?
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