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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)
Sales

14 Sales Hacks for Independent Financial Advisors

14 Sales Hacks for Independent Financial Advisors
Financial Advisors

Navigating the World of Values-Aligned Investing

Navigating the World of Values-Aligned Investing
Advisor Blog

Process Development and Documentation for Your Firm

Process Development and Documentation for Your Firm
Marketing

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

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

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?
Financial Advisors

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

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

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
Compliance

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

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

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

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

Money Well Spent in the First Year of Running Your RIA

Money Well Spent in the First Year of Running Your RIA
Advisor Blog

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

Why RIA Compliance Consultants Can Save You Days of Work
Digital Marketing

Why Advisors Should Use Tiny Marketing Funnels

Why Advisors Should Use Tiny Marketing Funnels
Financial Advisors

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?
Marketing

What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact

What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact
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