Find an Advisor →
Find an Advisor →
Get in touch →
Find an Advisor → Login

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

Launching Your Own Financial Planning Firm: Nannette Kamien of Inspiration Planning

Launching Your Own Financial Planning Firm: Nannette Kamien of Inspiration Planning
Interviews and Case Studies

Getting Quoted in the Media: Insights and Advice from Andrew McFadden

Getting Quoted in the Media: Insights and Advice from Andrew McFadden
Technology

Compliant Document Storage for RIAs: What You Need to Know

Compliant Document Storage for RIAs: What You Need to Know
Technology

How to Create a Business That Supports Your Great Life

How to Create a Business That Supports Your Great Life
Business Development

Redefining Failure: What's Your Worst Case Scenario?

Redefining Failure: What's Your Worst Case Scenario?
Technology

Why Financial Planners Should Embrace Robo Advisors

Why Financial Planners Should Embrace Robo Advisors
Business Development

How Can You Provide Financial Planning for Younger Clients?

How Can You Provide Financial Planning for Younger Clients?
Interviews and Case Studies

Planning for Young Clients with a Monthly Subscription Model

Planning for Young Clients with a Monthly Subscription Model
Interviews and Case Studies

How to Get Your First Job in Financial Planning

How to Get Your First Job in Financial Planning

What Type of Financial Advisor Are You?

What Type of Financial Advisor Are You?
Marketing

Podcasting for Financial Advisors: Start Your Own Show

Podcasting for Financial Advisors: Start Your Own Show
Business Development

Kitces Roundup: Building Better Systems and Processes for Your Firm

Kitces Roundup: Building Better Systems and Processes for Your Firm
Marketing

A Financial Advisor's Guide to Creating Visual Content

A Financial Advisor's Guide to Creating Visual Content
Financial Planning

Conferences for Financial Advisors: XYPN LIVE 2015 or FinCon Advisor Symposium?

Conferences for Financial Advisors: XYPN LIVE 2015 or FinCon Advisor Symposium?
Load More Posts