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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
Advice

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
Fee-only advisor

Hiring? Your Guide to Creating a Positive Employee Onboarding Experience

Hiring? Your Guide to Creating a Positive Employee Onboarding Experience
Financial Advisors

RIA SEO: Keyword Strategies for Financial Planners

RIA SEO: Keyword Strategies for Financial Planners
Financial Advisors

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023
Advice

5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant

5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant
Fee-only advisor

Business Tax Return Deadlines: Your Guide as an Independent Financial Advisor

Business Tax Return Deadlines: Your Guide as an Independent Financial Advisor
Fee-only advisor

Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season

Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season
Advice

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring
Fee-only advisor

5 Best Practices for a Successful and Stress-Free Tax Season

5 Best Practices for a Successful and Stress-Free Tax Season
Financial Advisors

Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors

Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors
Fee-only advisor

Your 2022 Tax Year In Review From Your Team At XY Tax Solutions

Your 2022 Tax Year In Review From Your Team At XY Tax Solutions
Business

A Sabbatical Journey: 4 Powerful Lessons for Independent Advisors

A Sabbatical Journey: 4 Powerful Lessons for Independent Advisors
Assets Under Management (AUM)

Our Top Blogs of 2022 for Independent Financial Advisors

Our Top Blogs of 2022 for Independent Financial Advisors
Advice

How to Evaluate and Increase Your Fees as a Fee-for-Service Advisor

How to Evaluate and Increase Your Fees as a Fee-for-Service Advisor
Fee-only advisor

Top 5 RIA Processes to Review in Preparation for the New Year

Top 5 RIA Processes to Review in Preparation for the New Year
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