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Tech
Compliance
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
Marketing
Is Your Brand Messaging Consistent?
Advice
How Should You Define Success? What Would Arlene Say?
Meet Our 2017 FinTech Finalists!
Advice
YOU ARE MORE READY THAN YOU THINK!: What Would Arlene Say?
From Our Advisors
18 Books For Your Summer Reading List
Advice
Prospective Clients and that Initial Client Meeting: What Would Arlene Say?
From XYPN Members
Starting the Health Care Conversation- How to Open a Key Discussion With Your Clients
College Planning
Part III: The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors
Compliance
Making Changes to your Compliance Program for the DOL Ruling
Events
The Hidden Potential of Attending XYPN LIVE
College Planning
Part II: The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors
College Planning
The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors
Events
Women, Men & Money with Farnoosh Torabi
Financial Planning
Be Courageous, Be Bold, Be Dangerous: Advice from Andre Novaes
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