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Financial Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors

Our Top Blogs of 2023 for Independent Financial Advisors
Business Development

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

Hiring
Compliance

State De Minimis Exemptions from RIA Registration (or Notice Filing)

State-De-Minimis-Exemptions-from-RIA-Registration-(or-Notice-Filing)
Financial Advisors

How to Ensure a Smooth Transition to Your New RIA Firm

How to Ensure a Smooth Transition to Your New RIA Firm
Business Development

Top 5 Growth Hacks from XYPN's 2024 Annual Benchmarking Study

Top 5 Growth Hacks from XYPN's 2024 Annual Benchmarking Study
XYPN LIVE

The XYPN LIVE Experience: Where Connection Meets Transformation

The XYPN LIVE Experience: Where Connection Meets Transformation
Compliance

The 411 on 1099s: What RIA Owners Need to Know

The 411 on 1099s: What RIA Owners Need to Know
Compliance

5 Steps For Taking Control Over Your Compliance Tasks

New SEC Requirement for Investment Advisers Documenting Annual Compliance Program Reviews
Technology

Meet the Future of Financial Tech: Winners of AdviceTech of XYPN LIVE 2024

Meet the Future of Financial Tech: Winners of AdviceTech of XYPN LIVE 2024
Bookkeeping

From Setup to Success: Your Go-To Guide for Clean Financial Records

From Setup to Success Your Go-To Guide for Clean Financial Records
Advisor Blog

Leveraging a Master List of Goals to Uncover Clients’ True Financial Priorities

Uncovering Clients’ True Financial Priorities with a Master List of Goals
Bookkeeping

The Dangers of Doing Your Bookkeeping: Why Hiring an Expert is Essential

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor
Marketing

Choosing the Right Email Campaign Software for Financial Advisors

The SECs New Marketing Rule, Explained
Bookkeeping

Are Your Books Ready for Year-End?

BOOKS
Partnership

Growth Hack: XYPN’s Playbook to Partnerships that Work

Growth Hack- XYPN’s Playbook to Partnerships that Work
Technology

Introducing the 2024 AdviceTech Competition Finalists

Introducing the 2024 AdviceTech Competition Finalists
Financial Advisors

Not Just a Job: What Scaling RIA Owners Need to Know About Growing Their Firm Effectively

Everything You Need to Know About Outside Business Activities (OBAs)
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