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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
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Pricing
Emerald Members
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Get in touch →
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XYPN Blog
/ Client Acquisition (5)
Marketing
Establishing Social Proof without Testimonials
Advisor Blog
Using a Client Service Calendar to Win Over Prospects
Compliance
What Advisors Need to Know about Solicitor Referral Arrangements
Marketing
4 Major Networking Tips, Online and Off
Marketing
Content Marketing: An Intro for Financial Advisors
Sales
The 8 Essential Elements of a Killer Presentation that Converts
Financial Advisors
Leveraging Your NAPFA Membership to Get Clients
Advisor Blog
The Butterfly Effect: Getting A Client 4 Years Later
Sales
5 Places to Look for and Find Your First Clients
