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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

Why Are My Firm’s Marketing Emails Being Flagged as Spam?

Why Are My Firm’s Marketing Emails Being Flagged as Spam?
Advice

Act Like an RIA, Think Like a Regulator

Act Like an RIA, Think Like a Regulator
Financial Advisors

10 Reasons Why You'll Love #XYPNLIVE 2019

10 Reasons Why You'll Love #XYPNLIVE 2019
Advice

How Advisors Can Attract and Profitably Serve Millennial Clients

How Advisors Can Attract and Profitably Serve Millennial Clients
Advice

How to Use Google Analytics to Set and Track Goals for Your Financial Planning Firm

How to Use Google Analytics to Set and Track Goals for Your Financial Planning Firm
Financial Advisors

XYPN Roundup: The Best Compliance Posts for Independent Financial Advisors

XYPN Roundup: The Best Compliance Posts for Independent Financial Advisors
Advice

How to Spend Your Marketing Budget: An Intro to Paid Advertising

How to Spend Your Marketing Budget: An Intro to Paid Advertising
Financial Advisors

What You Need to Know About Launching Your Own Financial Planning Firm

What You Need to Know About Launching Your Own Financial Planning Firm
Advice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice
Advice

What Challenges Do Firm Owners Face in Years 3-7? What Would Arlene Say?

What Challenges Do Firm Owners Face in Years 3-7? What Would Arlene Say?
Advice

4 Tips for Customizing Your Firm’s Compliance Manual

4 Tips for Customizing Your Firm’s Compliance Manual
Financial Advisors

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Start Their Own Firms

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Start Their Own Firms
Financial Advisors

How to Create a Successful Blog as an Independent Financial Advisor

How to Create a Successful Blog as an Independent Financial Advisor
Advice

How XY Planning Network Has Evolved with Its Growing Membership

How XY Planning Network Has Evolved with Its Growing Membership
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