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
Advice

When and How to Build Your Financial Advisory Team

When and How to Build Your Financial Advisory Team
Advice

Where to Engage as a Virtual RIA Owner: What Would Arlene Say?

Where to Engage as a Virtual RIA Owner: What Would Arlene Say?
Advice

How to Create a Brand Book for Your Firm

How to Create a Brand Book for Your Firm
Advice

Let's Talk About Allyship: What Would Arlene Say?

Let's Talk About Allyship: What Would Arlene Say?
Advice

Common Regulatory Obstacles When Using the Monthly Subscription Model

Common Regulatory Obstacles When Using the Monthly Subscription Model
Marketing

18 Marketing Hacks for Independent Financial Advisors

18 Marketing Hacks for Independent Financial Advisors
Advice

A Successful Business Strategy Starts with Vision

A Successful Business Strategy Starts with Vision
Advice

Are You Happy in Your Practice? What Would Arlene Say?

Are You Happy in Your Practice? What Would Arlene Say?
Advice

Follow the NFL’s Lead and Give Your Clients an "Offensive" Experience

Follow the NFL’s Lead and Give Your Clients an
Advice

Start Earning More: What Would Arlene Say?

Start Earning More: What Would Arlene Say?
Financial Advisors

Building Your Firm's Culture Through Core Values

Building Your Firm's Culture Through Core Values
Advice

Making the Transition to Manager: What Would Arlene Say?

Making the Transition to Manager: What Would Arlene Say?
Advice

How to stay relevant in an increasingly diverse environment

How to stay relevant in an increasingly diverse environment
Advice

Compliance Considerations: 5 Things to Know About Books and Records

Compliance Considerations: 5 Things to Know About Books and Records
Load More Posts