XYPN Blog | Building Your Firm

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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

Financial Advisors

3 Resources for Financial Advisors Looking to Start an RIA

3 Resources for Financial Advisors Looking to Start an RIA

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Scaling

The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

Advice

Networking in a Virtual World — Advice for Advisors

Networking in a Virtual World — Advice for Advisors

Advice

Uncovering Your Client’s Values While Sharing Your Own

Uncovering Your Client’s Values While Sharing Your Own

Advice

Money Well Spent in the First Year of Running Your RIA

Money Well Spent in the First Year of Running Your RIA

Advice

A Year in the Life of an Independent Financial Advisor

A Year in the Life of an Independent Financial Advisor

Advice

Start Earning More: What Would Arlene Say?

Start Earning More: What Would Arlene Say?

Marketing

The Ins and Outs of Hiring

The Ins and Outs of Hiring

Advisors

Why a Return on Life (ROL) Matters More than ROI

Why a Return on Life (ROL) Matters More than ROI