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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)
Technology

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

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

How to refine your RIA's client service model

How to refine your RIA's client service model
Advisor Blog

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

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

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
Marketing

The Evolving Landscape of Social Media Compliance

The Evolving Landscape of Social Media Compliance
Financial Advisors

Not Creative? How to Market Your Financial Planning Firm Anyway

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

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

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

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
Advisor Blog

Developing an Annual Review Process for Your Firm

Developing an Annual Review Process for Your Firm
Advisor Blog

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
Fee-only advisor

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

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

Stories of Success: The First Year of Firm Ownership

Stories of Success: The First Year of Firm Ownership
Financial Advisors

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?
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