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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)
Fee-only advisor

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
Advice

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring
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
Financial Advisors

6 Financial Advisor Tools That Will Get Your Firm Up and Running

6 Financial Advisor Tools That Will Get Your Firm Up and Running
Advice

A Pep Talk for Financial Advisors on Investing in a Declining Market

A Pep Talk for Financial Advisors on Investing in a Declining Market
Advice

How to Help Gen Z Down the Path to Financial Wellness

How to Help Gen Z Down the Path to Financial Wellness
Fee-only advisor

5 Top Growth Takeaways from XYPN's 2023 Annual Benchmarking Study

5 Top Growth Takeaways from XYPN's 2023 Annual Benchmarking Study
Advice

New SEC Requirement for Investment Advisers: Documenting Annual Compliance Program Reviews

New SEC Requirement for Investment Advisers: Documenting Annual Compliance Program Reviews
Financial Advisors

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor
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