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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
Marketing

6 Rules for Getting the Most Out of Your SEO Keywords

6 Rules for Getting the Most Out of Your SEO Keywords
Marketing

6 Tips for More Productive Sales Conversations

6 Tips for More Productive Sales Conversations
Compliance

Understanding RIA Custody of Funds or Securities

Understanding RIA Custody of Funds or Securities
From XYPN Members

3 Ways to Drive Your Clients to Take Action

3 Ways to Drive Your Clients to Take Action
Technology

How to Run an RIA and Work as a Virtual Advisor

How to Run an RIA and Work as a Virtual Advisor
Marketing

How to Convert Prospects into Leads: A 5 Step Process for Financial Advisors

How to Convert Prospects into Leads: A 5 Step Process for Financial Advisors
Compliance

RIA Compliance: Updating Language in Your ADV Part 2

RIA Compliance: Updating Language in Your ADV Part 2
Marketing

How the XYPN National Conference Inspired Action

How the XYPN National Conference Inspired Action
Business Development

Young Professionals Income-Driven to Student Loan Insanity: How Financial Advisors Can Help

Young Professionals Income-Driven to Student Loan Insanity: How Financial Advisors Can Help
Marketing

Establishing Social Proof without Testimonials

Establishing Social Proof without Testimonials
From Our Advisors

Using a Client Service Calendar to Win Over Prospects

Using a Client Service Calendar to Win Over Prospects
Technology

How Financial Advisors Can Secure Client Information via Email

How Financial Advisors Can Secure Client Information via Email
From XYPN Members

How to Provide Philanthropic Planning in Seven Easy Steps

How to Provide Philanthropic Planning in Seven Easy Steps
Marketing

11 Myths to Stop Believing about Fee-Only Financial Planners

11 Myths to Stop Believing about Fee-Only Financial Planners
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