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Tech
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Resources
Blog
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Free Guide: Starting an RIA
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Events
XYPN LIVE
Industry Events
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XYPN Blog
/ Independent Financial Advisor (5)
Fee-only advisor
Meet Our XYPN LIVE 2021 Exhibitors!
Fee-only advisor
Your Guide to Form 8606 as an Advisor
Fee-only advisor
Send Better Emails Using These Free (or Almost Free) Tools
Fee-only advisor
Choosing a Small Business Retirement Plan from a Tax Perspective
Fee-only advisor
What a Qualified Charitable Distribution (QCD) Means for Your Taxes
Fee-only advisor
How Can XYPN Membership Benefit Established Advisors?
Advice
Your Guide to Tax Preparation and Tax Planning as an Advisor
Fee-only advisor
Your Guide to Social Media Compliance and the New SEC Marketing Rules
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The #1 Way To Prevent Mistakes in Your Emails as an Advisor
Advice
4 Tips for Getting Clients Engaged in the Financial Planning Process
Fee-only advisor
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season
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Roth Conversions: Everything You Need to Know as an Advisor
Fee-only advisor
Everything Advisors Need to Know About IRA Distributions and Taxes
Advice
Master Your To-Dos with a (Free) Project Management Tool
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