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Financial Advisors

XYPN Advocacy Vision Statement

XYPN Advocacy Vision Statement

Financial Advisors

6 Financial Advisor Tools That Will Get Your Firm Up and Running

6 Financial Advisor Tools That Will Get Your Firm Up and Running

Financial Advisors

Meet the XYPN Books Team

Meet the XYPN Books Team

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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

Support System

The Top 10 Questions About XYPN Membership

The Top 10 Questions About XYPN Membership

Advice

The Top 10 Misconceptions About XYPN

The Top 10 Misconceptions About XYPN

Advice

6 Ways to Maximize Your XYPN LIVE Experience

6 Ways to Maximize Your XYPN LIVE Experience

Fee-only advisor

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

Fee-only advisor

XYPN Radio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

XYPN Radio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

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

How XY Planning Network Has Evolved with Its Growing Membership

How XY Planning Network Has Evolved with Its Growing Membership

Financial Planning

Meet Our 2019 FinTech Finalists!

Meet Our 2019 FinTech Finalists!

Advice

Money Well Spent in the First Year of Running Your RIA

Money Well Spent in the First Year of Running Your RIA

Advice

Quantifying the ROI of the XYPN Community

Quantifying the ROI of the XYPN Community

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