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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)
Business Development

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey
Community

Preventing the Post-Conference Blues

Preventing the Post-Conference Blues
Coaching

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?
Digital Marketing

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

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

Act Like an RIA, Think Like a Regulator

Act Like an RIA, Think Like a Regulator
XYPN LIVE

10 Reasons Why You'll Love #XYPNLIVE 2019

10 Reasons Why You'll Love #XYPNLIVE 2019
Financial Advisors

How Advisors Can Attract and Profitably Serve Millennial Clients

How Advisors Can Attract and Profitably Serve Millennial Clients
Technology

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
Compliance

XYPN Roundup: The Best Compliance Posts for Independent Financial Advisors

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

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

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

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

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

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

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

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?
Compliance

4 Tips for Customizing Your Firm’s Compliance Manual

4 Tips for Customizing Your Firm’s Compliance Manual
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