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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
Industry Events
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Emerald Members
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XYPN Blog
/ Fee-only advisor (12)
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Summer Reading Suggestions from the XY Planning Network Team
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Quoted: Member Media Roundup - June 2021
Advice
Harness The Power of the 80% Rule to Close More Business as an Advisor
Fee-only advisor
Everything You Need to Know About Outside Business Activities (OBAs)
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How To Clarify Your Marketing So Your Ideal Clients Will Listen
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The Four Steps to Conquering Self-Employment Taxes as an Advisor
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Five Email Metrics You Need to Be Tracking as a Financial Advisor
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Four (Doable) Ways to Dramatically Improve Your RIA's Website
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How You Can Use a Virtual Assistant as an Independent Financial Advisor
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Branding Basics: Where To Start as an Independent Financial Advisor
Advice
19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor
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Reflecting on Women's History Month: Team Member Q&A
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Five (Much Needed) Tips for Keeping Your Virtual Team Connected
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Your Go-To Guide for Acronyms and Other Industry-Specific Terms
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