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Tech
Compliance
Community
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Compliance
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Sapphire Membership
Resources
Blog
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Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
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XYPN Blog
/ Advice (6)
Advice
19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor
Advice
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor
Advice
“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap
Advice
Everything Independent Financial Advisors Need to Know to File Their Taxes
Advice
Networking in a Virtual World — Advice for Advisors
Advice
Saving for Retirement as a Financial Advisor – A Tax Expert's Take
Advice
How to Create an Email Newsletter for Your Firm
Advice
9 Marketing Activities Advisors Can Do in 60 Minutes
Advice
6 Steps to Fully Utilize Your Portfolio Management Software
Advice
Uncovering Your Client’s Values While Sharing Your Own
Advice
The Anatomy of a High-Converting Website
Advice
How to Create Your Ideal Client Avatars for Your Financial Planning Firm
Financial Advisors
The Importance of Vulnerability as an Independent Financial Advisor
Advice
How to Improve Your RIA's Stagnant Twitter Page: A Step-by-Step Guide for Financial Advisors
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