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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
Fee-only advisor

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
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!
Advice

How to Create an Internship Program for Your Firm: What Would Arlene Say?

How to Create an Internship Program for Your Firm: What Would Arlene Say?
Advice

Compliance Considerations: How Independent Financial Advisors Can Avoid Client Complaints

Compliance Considerations: How Independent Financial Advisors Can Avoid Client Complaints
Advice

A Total Return Approach to Investing

A Total Return Approach to Investing
Advice

A Strategic Guide to Google Search Ads for Growing Advisory Firms

A Strategic Guide to Google Search Ads for Growing Advisory Firms
Advice

Cut the Clutter: 5 Tips for Effective Writing in the Digital World

Cut the Clutter: 5 Tips for Effective Writing in the Digital World
Advice

How to Think Strategically About Your Business — Inspiration from XYPN PAUSE

How to Think Strategically About Your Business — Inspiration from XYPN PAUSE
Advice

3 Tech Solutions Every Independent Financial Advisor Should Be Using

3 Tech Solutions Every Independent Financial Advisor Should Be Using
Advice

Identifying and Disclosing Conflicts of Interest: A How-To for Financial Advisors

Identifying and Disclosing Conflicts of Interest: A How-To for Financial Advisors
Financial Advisors

Mastering "The Unstoppable Formula" with Dr. Sean Stephenson

Mastering
Advice

Why You Need an Advisory Board for Your Financial Planning Firm: What Would Arlene Say?

Why You Need an Advisory Board for Your Financial Planning Firm: What Would Arlene Say?
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