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Tech
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Community
Support Solutions
Compliance
Bookkeeping
Investment Management
Resources & Education
Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Emerald Members
Sapphire Members
Support Solutions & Tool Kits
Get in touch →
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XYPN Blog
Advice
Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice
State De Minimis Exemptions from RIA Registration (or Notice Filing)
Advice
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
Fee-only advisor
Our Top Blogs of 2023 for Independent Financial Advisors
Advisors
Compliance 101: Your First Year as Chief Compliance Officer
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The What, How and Why of Outsourcing - What Would Arlene Say?
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Why a Return on Life (ROL) Matters More than ROI
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Don’t Try to Go it Alone – Learn from Those Ahead of You on the Path to Success - What Would Arlene Say?
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Reasons That a Monthly Retainer Model Works
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How To Pick A Business Coach - What Would Arlene Say?
Advisors
Our Industry Isn’t Diverse. Join Us As We Do Something About It
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Scheduling Your Business: How to Get Organized, Stay on Track, and Hit Goals - What Would Arlene Say?
Advisors
How to work from home and not go crazy
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The 5 W's of Hiring! What Would Arlene Say?
Marketing
Finding Success in Year One of Your RIA
Advice
Listening To Your Message From A Client’s Perspective - What Would Arlene Say?
Marketing
Choosing a Compliance Consultant? Read This First!
Advice
Top Ten(ish) Tips to Survive and Thrive at a Conference - What Would Arlene Say?
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