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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

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
Advice

One Fee, Two Services: Combining Investment Management and Financial Planning Fees

One Fee, Two Services: Combining Investment Management and Financial Planning Fees
Financial Advisors

Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer

Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer
Financial Advisors

Planning for Your First 12 Months as an RIA Owner: Part Two

Planning for Your First 12 Months as an RIA Owner: Part Two
Financial Advisors

Planning for Your First 12 Months after Starting an RIA: Part One

Planning for Your First 12 Months after Starting an RIA: Part One
Advice

The Benefits, Challenges, and Costs of Growing Your Firm

The Benefits, Challenges, and Costs of Growing Your Firm
Marketing

10 Must-Haves for Your RIA Website

10 Must-Haves for Your RIA Website
Advice

How Financial Advisors Can Overcome Their Self-Doubt: What Would Arlene Say?

How Financial Advisors Can Overcome Their Self-Doubt: What Would Arlene Say?
Advice

Quantifying the ROI of the XYPN Community

Quantifying the ROI of the XYPN Community
Advice

Six Compliance Considerations for Merging Firms

Six Compliance Considerations for Merging Firms
Financial Advisors

How Financial Advisors Can Give Better Advice with Dr. Moira Somers

How Financial Advisors Can Give Better Advice with Dr. Moira Somers
Advice

5 Simple Secrets of Effective Prospect Nurturing

5 Simple Secrets of Effective Prospect Nurturing
Advice

6 Hacks to Refresh Your Firm's Email Marketing Strategy

6 Hacks to Refresh Your Firm's Email Marketing Strategy
Advice

How to Create a Continuity Plan for Your Financial Planning Firm

How to Create a Continuity Plan for Your Financial Planning Firm
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