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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
From XYPN Members

An Advisor’s Best Friend: The Ability to Say “No”

An Advisor’s Best Friend: The Ability to Say “No”
Compliance

What Advisors Need to Know about Solicitor Referral Arrangements

What Advisors Need to Know about Solicitor Referral Arrangements
Business Development

Options for Growing Your Financial Planning Firm

Options for Growing Your Financial Planning Firm
Technology

Creating a Cybersecurity Plan for Your Financial Planning Firm

Creating a Cybersecurity Plan for Your Financial Planning Firm
Marketing

Advisor Book Review: So You Want to Be a Financial Planner

Advisor Book Review: So You Want to Be a Financial Planner
Compliance

8 Things to Do to Prepare for an RIA Audit

8 Things to Do to Prepare for an RIA Audit
From XYPN Members

Get to Know XYPN Advisors: Jason Howell of Jason Howell Company

Get to Know XYPN Advisors: Jason Howell of Jason Howell Company
From XYPN Members

How Young Advisors Can Serve Their Peers within Existing Firms

How Young Advisors Can Serve Their Peers within Existing Firms
Interviews and Case Studies

Get to Know XYPN Advisors: Dan Johnson of Forward Thinking Wealth Management

Get to Know XYPN Advisors: Dan Johnson of Forward Thinking Wealth Management
Marketing

4 Major Networking Tips, Online and Off

4 Major Networking Tips, Online and Off
Compliance

5 Compliance Issues to Consider When Changing Your Fee Structure

5 Compliance Issues to Consider When Changing Your Fee Structure
Marketing

How to Deal With Failure In Your First Year

How to Deal With Failure In Your First Year
From XYPN Members

Feeling Stuck in Your Business? Here's How to Power Through

Feeling Stuck in Your Business? Here's How to Power Through
Marketing

Stop Doing This — and Boost Financial Blogging Productivity

Stop Doing This — and Boost Financial Blogging Productivity
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