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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
Financial Planning

Meet Your 2015 XYPN Essay Contest Winner

Meet Your 2015 XYPN Essay Contest Winner
Financial Planning

Happy Birthday, XY Planning Network!

Happy Birthday, XY Planning Network!
Marketing

Tweeting It Up with Experian on #Creditchat

Tweeting It Up with Experian on #Creditchat
Technology

Grow Your Business by Working with a Virtual Team

Grow Your Business by Working with a Virtual Team
Marketing

How and Why XY Planning Network Interacts with Financial Bloggers

How and Why XY Planning Network Interacts with Financial Bloggers
Interviews and Case Studies

Get to Know XYPN Advisors: Andrew Novick of The Investment Connection

Get to Know XYPN Advisors: Andrew Novick of The Investment Connection
Financial Planning

Betterment Institutional Partners with XY Planning Network

Betterment Institutional Partners with XY Planning Network
Interviews and Case Studies

Launching Your Own Financial Planning Firm: Aaron Hatch of Woven Capital

Launching Your Own Financial Planning Firm: Aaron Hatch of Woven Capital
Marketing

Kitces Roundup: Best Posts for Financial Advisors Looking to Start a Firm

Kitces Roundup: Best Posts for Financial Advisors Looking to Start a Firm
Business Development

Choosing a Financial Planning Fee Structure – What Are the Options?

Choosing a Financial Planning Fee Structure – What Are the Options?
Interviews and Case Studies

Launching Your Own Financial Planning Firm: Cristina Guglielmetti of Future Perfect Planning

Launching Your Own Financial Planning Firm: Cristina Guglielmetti of Future Perfect Planning
Financial Planning

Go to the XY Planning Network Conference and FinCon 2015 -- for Free

Go to the XY Planning Network Conference and FinCon 2015 -- for Free
Interviews and Case Studies

Launching Your Own Financial Planning Firm: Erik O. Klumpp of Chessie Advisors

Launching Your Own Financial Planning Firm: Erik O. Klumpp of Chessie Advisors
Business Development

How Virtual Advisors Can Create Their Ideal Office

How Virtual Advisors Can Create Their Ideal Office
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