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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
Advice

Leaving Your Firm? The Broker Protocol is One Detail You Can't Miss

Leaving Your Firm? The Broker Protocol is One Detail You Can't Miss
Advice

"How I Did It" Series with XYPN Member Chandler Fugate-Laus

Advice

10 Observations Over 10 Years at XYPN

10 Observations Over 10 Years at XYPN
Advice

"How I Did It" Series with XYPN Member River Nice

Ten Tips for Choosing a Daycare That’s Right for You

Ten Tips for Choosing a Daycare That’s Right for You
Advice

"How I Did It" Series with XYPN Member Ashley Foster

Advice

Choosing the Right Encrypted File-Sharing System for Your RIA

Choosing the Right Encrypted File-Sharing System for Your RIA
Advice

5 AdvicePay Features You’re Not Taking Advantage Of

5 AdvicePay Features You’re Not Taking Advantage Of
Advice

"How I Did It" Series with XYPN Member Dillon Cobb

Financial Advisors

30 Sales Tips for Independent Financial Advisors

30 Sales Tips for Independent Financial Advisors
Financial Advisors

Financial Planning SEO: How to Help Your Niche Find You

Financial Planning SEO: How to Help Your Niche Find You
Financial Advisors

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy
Financial Advisors

XYPN Advocacy Vision Statement

XYPN Advocacy Vision Statement
Fee-only advisor

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
Advice

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
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