XYPN Blog | Staffing & HR

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Financial Advisors

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor

Fee-only advisor

Hiring? Your Guide to Creating a Positive Employee Onboarding Experience

Hiring Your Guide to Creating a Positive Employee Onboarding Experience

Advice

5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant

5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant

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Advice

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring

Financial Advisors

Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors

Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors

Fee-only advisor

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

Advice

Advice for Advisors: Lessons Learned From Turbulent Markets

Advice for Advisors: Lessons Learned From Turbulent Markets

Fee-only advisor

Hiring 101: Everything You Need to Know

Hiring 101: Everything You Need to Know

Growing Your Firm

Employer-Sponsored Childcare: The Story Behind XY Learning Center

Employer-Sponsored Childcare: The Story Behind XY Learning Center

Fee-only advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

Fee-only advisor

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Fee-only advisor

Five Tips for Writing Effective Job Descriptions for Your Firm

Five Tips for Writing Effective Job Descriptions for Your Firm

Fee-only advisor

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

Advice

How to Build A Successful Remote Team

How to Build A Successful Remote Team

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