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XYPN Blog / Firm Ownership (4)

Advice

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience
Fee-only advisor

What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?
Advice

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

Why Advisors Need to Stop Saying,
Fee-only advisor

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement
Advice

XYPN Roundup: Technology Solutions for Independent Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors
Advice

XYPN Radio Roundup: From Broker-Dealer to Fee-Only

XYPN Radio Roundup: From Broker-Dealer to Fee-Only
Fee-only advisor

Working From Home: How Advisors Can Transition to a Virtual Practice

Working From Home: How Advisors Can Transition to a Virtual Practice
Advice

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases
Marketing

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Navigating the New Normal: Strategies for Serving Your Prospects and Clients
Advice

Do's & Don'ts for Building Your Firm's Website

Do's & Don'ts for Building Your Firm's Website
Advice

Launching Your Own RIA: Advice from Advisors Who Took the Leap

Launching Your Own RIA: Advice from Advisors Who Took the Leap
Advice

Using Zoom in Your Financial Planning Firm: Tips For Getting Started

Using Zoom in Your Financial Planning Firm: Tips For Getting Started
Fee-only advisor

Executing Firm-Wide Risk Assessments and Annual Reviews of Your Compliance Program

Executing Firm-Wide Risk Assessments and Annual Reviews of Your Compliance Program
Advice

Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times
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