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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

Give Back with CFP Board's Financial Planning Days

Give Back with CFP Board's Financial Planning Days
Interviews and Case Studies

Get to Know XYPN Advisors: Eric Roberge of Beyond Your Hammock

Get to Know XYPN Advisors: Eric Roberge of Beyond Your Hammock
Marketing

8 Steps to Better Blogging

8 Steps to Better Blogging
Interviews and Case Studies

Running a Successful RIA: Marcio Silveira of Pavlov Financial Planning

Running a Successful RIA: Marcio Silveira of Pavlov Financial Planning
Business Development

Putting Your Financial Education to Work: From Writer to Planner

Putting Your Financial Education to Work: From Writer to Planner
Technology

Choosing a Webinar Service: Insights from Behind the Scenes at XYPN

Choosing a Webinar Service: Insights from Behind the Scenes at XYPN
Interviews and Case Studies

Running a Successful RIA: Financial Advisors Look Back One Year After Launch

Running a Successful RIA: Financial Advisors Look Back One Year After Launch
From XYPN Members

How to Get Paid as a Financial Planner, for More Than Just Financial Planning

How to Get Paid as a Financial Planner, for More Than Just Financial Planning
Marketing

Leveraging Your NAPFA Membership to Get Clients

Leveraging Your NAPFA Membership to Get Clients
Technology

3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice

3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice
Business Development

Tips on Running Your New Financial Planning Practice from Dave Grant

Tips on Running Your New Financial Planning Practice from Dave Grant
Business Development

The Butterfly Effect: Getting A Client 4 Years Later

The Butterfly Effect: Getting A Client 4 Years Later
Interviews and Case Studies

How Derek Lawson Built a Killer Network and Set Up for Professional Success (Before Graduating or Becoming a CFP®)

How Derek Lawson Built a Killer Network and Set Up for Professional Success (Before Graduating or Becoming a CFP®)
From XYPN Members

Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?

Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?
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