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
Fee-only advisor

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
Financial Advisors

Everything You Need to Know About Preparing for State Registration

Everything You Need to Know About Preparing for State Registration
Advice

14 Sales Hacks for Independent Financial Advisors

14 Sales Hacks for Independent Financial Advisors
Advice

Navigating the World of Values-Aligned Investing

Navigating the World of Values-Aligned Investing
Financial Advisors

Process Development and Documentation for Your Firm

Process Development and Documentation for Your Firm
Advice

Video Basics: How to DIY Your Firm's Videos the Right Way

Video Basics: How to DIY Your Firm's Videos the Right Way
Advice

A Case for Jumping in Full Time When Starting Your RIA: What Would Arlene Say?

A Case for Jumping in Full Time When Starting Your RIA: What Would Arlene Say?
Advice

Your Fiduciary Moment of Truth: Are You a Fake Fiduciary?

Your Fiduciary Moment of Truth: Are You a Fake Fiduciary?
Advice

Baby Boomers Don’t Own the Market on Grief: Your Younger Clients Deal With It Too

Baby Boomers Don’t Own the Market on Grief: Your Younger Clients Deal With It Too
Advice

How to Create Customized Workflows for Compliance Tasks: A 3-Step Process

How to Create Customized Workflows for Compliance Tasks: A 3-Step Process
Advice

How to Activate and Accelerate Your Financial Planning Firm's Growth

How to Activate and Accelerate Your Financial Planning Firm's Growth
Advice

Money Well Spent in the First Year of Running Your RIA

Money Well Spent in the First Year of Running Your RIA
Advice

10 Lessons You'll Learn in the First Year of Running Your RIA

10 Lessons You'll Learn in the First Year of Running Your RIA
Advice

Why Advisors Should Use Tiny Marketing Funnels

Why Advisors Should Use Tiny Marketing Funnels
Advice

How to Find Your Niche as an Independent Financial Advisor: What Would Arlene Say?

How to Find Your Niche as an Independent Financial Advisor: What Would Arlene Say?
Load More Posts