XYPN | Events for Financial Advisors | Webinar

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Upcoming Virtual Events

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Nov 10, 2026

A Day in the Life of a Modern RIA Using CurrentClient

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Nov 17, 2026

Building Trust Before the First Meeting

Nov 17, 2026

Inside XYPN Sapphire: A Q&A on Investment Management

Nov 18, 2026

5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor

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Dec 15, 2026

Beyond the Probability Score: A More Connected Approach to Financial Planning

On-Demand Events

What Makes a Great Corporate RIA Partnership?

Discover what makes a partnership with Sapphire thrive. Join Andrea Istwan to explore t …

Build a Brand Identity That Sets You Apart

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Advisor Workflows and Best Practices with Altruist

Meet the 2026 XYPN AdviceTech Competition Finalists

Inside XYPN Sapphire: An Advisor's Firsthand Experience

Join Erin O'Brien as she shares her experience with XYPN Sapphire, covering the transit …

Ask Me Anything: Mid-Year Bookkeeping, Taxes & Financial Operations for RIAs

Join XYPN Books for a live AMA session on mid-year bookkeeping, taxes, and financial op …

Portfolio Views, Workflows, and Schwab Integration in Wealthbox

Compliance at XYPN Sapphire: What We Handle & How We Support Advisors

In this session, we explore how XYPN Sapphire supports advisors with compliance, from o …

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Looking Ahead: Alan Moore and Bob Veres Discuss the Future of Financial Planning

Marketing Your Firm? Here’s How to Stay on the Right Side of the SEC

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Too Much Data, Not Enough Clarity? How to Simplify Client Conversations with Elements

Is XYPN Sapphire Right For You?

Discover how XYPN Sapphire supports RIA firms with compliance, investment management, a …

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