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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
Financial Advisors

Creating a Culture of Accountability in Your Financial Planning Firm

Creating a Culture of Accountability in Your Financial Planning Firm
Assets Under Management (AUM)

Compliance Considerations for Cryptocurrency

Compliance Considerations for Cryptocurrency
Marketing

Raising Your Financial Planning Fees

Raising Your Financial Planning Fees
Advice

What To Do When You Don't Want to Go It Alone - What Would Arlene Say?

What To Do When You Don't Want to Go It Alone - What Would Arlene Say?
Advisors

Developing a 90-Day Plan for New Hires

Developing a 90-Day Plan for New Hires
Advice

Why a Staff Retreat is Brilliant Business - What Would Arlene Say?

Why a Staff Retreat is Brilliant Business - What Would Arlene Say?
Financial Advisors

Leveraging Zapier in Your Financial Planning Practice

Leveraging Zapier in Your Financial Planning Practice
Advice

The Basics of Continuity Planning - What Would Arlene Say?

The Basics of Continuity Planning - What Would Arlene Say?
Marketing

Marketing v. Prospecting: Knowing the Difference, and Developing a Plan

Marketing v. Prospecting: Knowing the Difference, and Developing a Plan
Assets Under Management (AUM)

2018 Economic Outlook: Are We Approaching a Market Bubble?

2018 Economic Outlook: Are We Approaching a Market Bubble?
Investment Planner

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients
Advice

How to Set Goals as An Established Advisor - What Would Arlene Say?

How to Set Goals as An Established Advisor - What Would Arlene Say?
Financial Advisors

Our Top Blogs of the Year for Independent Financial Advisors

Our Top Blogs of the Year for Independent Financial Advisors
Advice

Everybody Needs A Coach - If Not Me, Then Somebody - What Would Arlene Say?

Everybody Needs A Coach - If Not Me, Then Somebody - What Would Arlene Say?
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