XYPN Blog | Advice

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Advice

5 Steps For Taking Control Over Your Compliance Tasks

New SEC Requirement for Investment Advisers Documenting Annual Compliance Program Reviews

Advice

From Setup to Success: Your Go-To Guide for Clean Financial Records

From Setup to Success Your Go-To Guide for Clean Financial Records

Advice

Leveraging a Master List of Goals to Uncover Clients’ True Financial Priorities

Uncovering Clients’ True Financial Priorities with a Master List of Goals

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Advice

The Dangers of Doing Your Bookkeeping: Why Hiring an Expert is Essential

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor

Advice

Choosing the Right Email Campaign Software for Financial Advisors

The SECs New Marketing Rule, Explained

Advice

Are Your Books Ready for Year-End?

Are Your Books Ready for Year-End?

Advice

Growth Hack: XYPN’s Playbook to Partnerships that Work

Growth Hack- XYPN’s Playbook to Partnerships that Work

Advice

Introducing the 2024 AdviceTech Competition Finalists

Introducing the 2024 AdviceTech Competition Finalists

Advice

Not Just a Job: What Scaling RIA Owners Need to Know About Growing Their Firm Effectively

Not Just a Job: What Scaling RIA Owners Need to Know About Growing Their Firm Effectively

Advice

How Does the SEC’s RIA Marketing Rules Affect RIA Compliance?

How Does the SEC’s RIA Marketing Rules Affect RIA Compliance?

Advice

3 Key Boxes to Check Off before Registering your RIA

3 Key Boxes to Check Off before Registering your RIA

Advice

Radical Honesty Creates Transparency & Trust

Radical Honesty Creates Transparency & Trust

Advice

Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney

Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney

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

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