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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
Compliance

Transition: Leaving Your Position with an Existing Firm to Start Your Own Fee-Only Firm

Transition: Leaving Your Position with an Existing Firm to Start Your Own Fee-Only Firm
Compliance

Communicating with your Clients About Compliance

Communicating with your Clients About Compliance
From XYPN Members

The Who, What, and Why of Hiring a Business Coach

The Who, What, and Why of Hiring a Business Coach
Business Development

Shift Gears to Fee-Only Planning with Minimal Challenge

Shift Gears to Fee-Only Planning with Minimal Challenge
Compliance

Calculating Your Assets Under Management

Calculating Your Assets Under Management
From XYPN Members

How to Write Blog Posts for Your Clients they will Actually Like & Read

How to Write Blog Posts for Your Clients they will Actually Like & Read
From XYPN Members

The Importance of Having a Story

The Importance of Having a Story
From XYPN Members

6 Strategies for Career Changers

6 Strategies for Career Changers
Compliance

Handling Compliance Items that Inconvenience Your Clients

Handling Compliance Items that Inconvenience Your Clients
Compliance

The RIA Business Model You Need to Serve Next Generation Clients

The RIA Business Model You Need to Serve Next Generation Clients
From XYPN Members

Do You Have a Financial Planning Philosophy?

Do You Have a Financial Planning Philosophy?
Technology

Your Complete Guide to XYPN16

Your Complete Guide to XYPN16
Compliance

What an RIA Owner Should Know About Communicating with Regulators

What an RIA Owner Should Know About Communicating with Regulators
Technology

XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech

XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech
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