XYPN Blog | How to be a Financial Advisor

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Advice

"How I Did It" Series with XYPN Member Chandler Fugate-Laus

Advice

"How I Did It" Series with XYPN Member River Nice

Advice

"How I Did It" Series with XYPN Member Ashley Foster

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Advice

5 AdvicePay Features You’re Not Taking Advantage Of

5 AdvicePay Features You’re Not Taking Advantage Of

Advice

"How I Did It" Series with XYPN Member Dillon Cobb

Financial Advisors

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

Advice

"How I Did It" Series with XYPN Member Nycole Freer

Financial Advisors

The Flex: How Fee-Only Firms Maximize Value

The Flex: How Fee-Only Firms Maximize Value

Technology

Introducing the 2023 AdvisorTech Expo Finalists!

Introducing the 2023 AdvisorTech Expo Finalists!

Financial Advisors

Meet the First Wave of XYPN LIVE 2023 Speakers!

Meet the First Wave of XYPN LIVE 2023 Speakers!

Financial Advisors

Top Myths About Starting an RIA That Need Debunking

XYPN Blog Myths vs Facts

Financial Advisors

The Power of Connection™ with Jonathan Sprinkles at XYPN LIVE 2023

The Power of Connection™ with Jonathan Sprinkles at XYPN LIVE 2023

Financial Advisors

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

Advice

Identifying and Disclosing Conflicts of Interest: A How-To for Financial Advisors

Identifying and Disclosing Conflicts of Interest: A How-To for Financial Advisors