Find an Advisor →
Find an Advisor →
Get in touch →
Find an Advisor → Login

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

9 Sales Habits of Highly Successful Firm Owners

9 Sales Habits of Highly Successful Firm Owners
Advice

How to Determine Your Services and Fees When Launching Your RIA

How to Determine Your Services and Fees When Launching Your RIA
Advice

Mentorship as a Key to Success in the Financial Services Industry: How Are You Making Yourself Available?

Mentorship as a Key to Success in the Financial Services Industry: How Are You Making Yourself Available?
Financial Advisors

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Market their Firms

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Market their Firms
Advice

7 Things to Do Before You Launch Your Financial Planning Firm: What Would Arlene Say?

7 Things to Do Before You Launch Your Financial Planning Firm: What Would Arlene Say?
Financial Advisors

The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors

The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors
Advice

Marijuana Investing: An Investment Blazing a Trail for Future Growth or One That Will Go Up In Smoke?

Marijuana Investing: An Investment Blazing a Trail for Future Growth or One That Will Go Up In Smoke?
Advice

5 Critical Functions of the FINRA Firm Gateway

5 Critical Functions of the FINRA Firm Gateway
Financial Advisors

17 Compliance Tips Every Independent Financial Advisor Should Know

17 Compliance Tips Every Independent Financial Advisor Should Know
Financial Advisors

8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make

8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make
Advice

Email 101 for Firm Owners: How to Write an Email People Will Actually Read

Email 101 for Firm Owners: How to Write an Email People Will Actually Read
Marketing

Level Up Your RIA Marketing in 3 Days at XYPN LIVE

Level Up Your RIA Marketing in 3 Days at XYPN LIVE
Financial Advisors

The Five Traits of an Effective Entrepreneur

The Five Traits of an Effective Entrepreneur
Financial Planning

Meet Our 2019 FinTech Finalists!

Meet Our 2019 FinTech Finalists!
Load More Posts