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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)
Fee-only advisor

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
Advisor Blog

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

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

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

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

The Benefits, Challenges, and Costs of Growing Your Firm

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

10 Must-Haves for Your RIA Website

10 Must-Haves for Your RIA Website
Financial Advisors

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

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

Quantifying the ROI of the XYPN Community

Quantifying the ROI of the XYPN Community
Compliance

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
Sales

5 Simple Secrets of Effective Prospect Nurturing

5 Simple Secrets of Effective Prospect Nurturing
Digital Marketing

6 Hacks to Refresh Your Firm's Email Marketing Strategy

6 Hacks to Refresh Your Firm's Email Marketing Strategy
Advisor Blog

How to Create a Continuity Plan for Your Financial Planning Firm

How to Create a Continuity Plan for Your Financial Planning Firm
Financial Advisors

Changing the Financial Services Industry One Conversation at a Time

Changing the Financial Services Industry One Conversation at a Time
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