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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

Going Beyond Planning: Earning More with Speaking and Writing

Going Beyond Planning: Earning More with Speaking and Writing
From XYPN Members

XYPN Member Spotlight: How One Financial Planner Fulfills Her Mission to Spread Financial Literacy

XYPN Member Spotlight: How One Financial Planner Fulfills Her Mission to Spread Financial Literacy
From XYPN Members

Creating a Business Plan for Your Financial Planning Practice

Creating a Business Plan for Your Financial Planning Practice
Marketing

How to Focus on the Marketing Metrics That Matter

How to Focus on the Marketing Metrics That Matter
From XYPN Members

What XYPNers Are Thankful For

What XYPNers Are Thankful For
Marketing

Content Marketing: An Intro for Financial Advisors

Content Marketing: An Intro for Financial Advisors
From XYPN Members

Building Your Mastermind Group

Building Your Mastermind Group
From XYPN Members

Why You Must Define Your Mission

Why You Must Define Your Mission
Interviews and Case Studies

Get to Know XYPN Advisors: Jennifer Harper of Bridge Financial Planning

Get to Know XYPN Advisors: Jennifer Harper of Bridge Financial Planning
Interviews and Case Studies

Launching Your Own Financial Planning Firm: Jennifer Harper of Bridge Financial Planning

Launching Your Own Financial Planning Firm: Jennifer Harper of Bridge Financial Planning
From XYPN Members

3 Realizations from #XYPN15

3 Realizations from #XYPN15
Interviews and Case Studies

We're Gearing Up for #XYPN15!

We're Gearing Up for #XYPN15!
Interviews and Case Studies

Get to Know XYPN Advisors: Patrick Quinn of Hat Tip Wealth Management

Get to Know XYPN Advisors: Patrick Quinn of Hat Tip Wealth Management
Financial Planning

XYPN Radio: The Podcast for the Next Generation of Financial Planning

XYPN Radio: The Podcast for the Next Generation of Financial Planning
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