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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
Investment Management
Resources & Education
Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Emerald Members
Sapphire Members
Support Solutions & Tool Kits
Get in touch →
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XYPN Blog
Advice
Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice
State De Minimis Exemptions from RIA Registration (or Notice Filing)
Advice
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
Fee-only advisor
Our Top Blogs of 2023 for Independent Financial Advisors
From XYPN Members
Why Charging Separately for Financial Planning and Investment Management Makes Sense
Marketing
How to Start Getting Quoted in the Media
From XYPN Members
5 Places to Look for and Find Your First Clients
Marketing
Establish Yourself as an Expert: Increase Exposure and Media Mentions
Financial Planning
How XY Planning Network is Starting a Movement in Financial Planning
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