Finding the Path to Sustainable Success at the XYPN Retreat

As a fee-only financial planner, you’ve built something special. You've poured your energy, passion, and expertise into growing your firm and are making your best life a reality. But as your business evolves, the strategies, tools, and metrics that got you to this point may no longer be enough. Reaching a stage where you need to reimagine your approach is standard.  

At XYPN, we know that running an RIA requires more than an outstanding client experience. You need scalable processes and a strong commitment to your vision. But finding the time to step back and assess your path can become harder as you shift focus to your firm's future. 

For the past decade, we’ve guided advisors through the transition from advisor to owner. The truth is that a strong foundation as a firm owner requires more than just momentum. You need clarity, data, and a strong commitment to your vision to steer your business toward sustainable success. So, in 2025, XYPN is launching solutions to support you on your journey.

YOUR GROWTH GUIDE

The all-new XYPN Retreat is a transformative two-day experience designed for established XYPN advisors who want to refine their operations, strengthen their strategy, and build a firm that thrives long-term. 

From April 29 to May 1, 2025, at XYPN’s Headquarters in Bozeman, MT, advisors will immerse themselves in an intimate experience and rediscover the motivations they need to achieve their vision. The retreat brings together a group of advisors, experts, and our Dream Team of specialists, creating the perfect environment to grow, stretch, and reimagine success.

WHO SHOULD ATTEND?

The retreat is designed for XYPN members who are stuck at the capacity crossroads: 

• You’re busier than ever but can’t quite put your finger on what’s gotten you here. 
• You have momentum propelling you forward, but you lack the training and tools to assess your firm's health and make data-backed improvements confidently. 
• You’re passionate about providing real financial planning at scale. 

We’re here to ensure your firm is set up for long-term success. This is your opportunity to gain exclusive access to the tools and resources XYPN has developed to help fee-only advisors transition from advisor to owner. It’s rooted in the feedback we hear from established firms within the Network. Whether your business feels like it’s running you—or you’re feeling unfulfilled with the course you’re on—this retreat is designed to help you course correct to create the firm you’ve always envisioned.

You’ll gain hands-on experience with three essential tools that will shape the future of your RIA:

• KPI blueprint scorecard 
• Ideal client framework tool to help you evaluate and optimize your client base
• Vision exercise is designed to help you build into the future with intentionality.

These tools are built on the knowledge gained from supporting 2,000+ advisors in building the firm of their dreams. Over the past year, they've been refined with valuable insights from established firms.

At the XYPN Retreat, we’re focused on empowering you to take full ownership of your firm. Together, we’ll hone your vision, goals, and confidence so you can scale the RIA of your dreams. You’ll walk away with a clear plan for applying these tools to your business in 2025.

You can expect to:

Assess and Improve Your Firm’s Health with Data

A successful firm isn’t just about the number of clients you serve or the quality of your client relationships. It’s also about effectively using your firm’s data to create an informed growth plan.

KPI SCORECARD BLUEPRINT

During the retreat, you’ll develop your firm’s KPI scorecard using XYPN’s proven blueprint. This tool is designed to help you embrace a culture of data by identifying the key metrics that matter most to your firm. You’ll develop a tailored data scorecard that will allow you to monitor the health of your firm and measure what moves the needle.

You won’t be working alone. You’ll workshop alongside experienced advisors as you dive deep and refine your understanding of what drives success. 

The KPI Scorecard will cover all this and more:

• Revenue Per Client: If you’ve tracked this before, you’ll expect a steady upward trend as your firm grows.
• Operating Profit: Is your firm operating efficiently? We’ll dive into the components of your profit to identify new cost-saving or revenue-generating opportunities. 
• Personal Metrics: Are you and your team progressing toward goals that will prevent burnout?

Find Client Alignment

In the early years, many advisors undercharge or take on clients who don’t fit their ideal persona. It works, but this isn’t an approach that will benefit your firm in the long term. Left unattended, client misalignment will creep into your joy and profit as a firm owner—hello, burnout.

IDEAL CLIENT FRAMEWORK

Part of living your best life is building a firm that energizes you as a firm owner. So, we’ll walk you through your Ideal Client Framework during the retreat. This tool will help you optimize your client list by honing in on the clients who bring you the most joy and clearly identify those who don’t fit your current firm. Most importantly, you’ll learn how to address client misalignment head-on. The goal is to build a foundation for a more fulfilling and profitable firm. 

The XYPN Retreat will give you the tools and the space to take a close look at the business you’ve built so you can spend time working with clients you enjoy—not those you feel obligated to help. You aren’t doing this alone. Alongside a small group of like-minded advisors, you’ll create your plan of action that will ensure only the best-fit clients for you and your firm are on board. 

The Client Framework will give you the tools to: 

• Identify Best-Fits: If your clients don’t fit your ideal client persona, we’ll get you back on track. 
• Reconcile Value: Are your clients compensating you appropriately for the value you provide?

Make Data-Backed Decisions 

Many advisors find themselves leaning on their intuition—or guessing—when managing their firms. But as your business grows, relying on gut instinct alone isn’t enough to confidently steer you toward your dream firm. You need a more structured approach to decision-making as your firm evolves. 

TRANSFORMING DATA INTO DECISIONS

The retreat will introduce you to a vision and goal-planning exercise, where you’ll set actionable goals rooted in the insights you’ve gained from your data deep-dive. This working session will give you the tools to create a clear path forward.

We’ll guide you through XYPN’s philosophy on building a data-driven firm, from understanding which KPIs matter to identifying and proactively addressing client misalignment. 

The Vision and Goal-Planning Exercise will help you: 

• Define your vision and goals: Using your firm’s data, you’ll look closely at your growth path and revisit your goals. 
• Commit to your vision: Are you on a path to achieve your firm’s goals? We’ll realign your path to get you on track.
• Build Discipline: If you’ve tried committing to data before, you’ll learn the tools to progress as your firm evolves—which it will.

Make Working ON Your Business a Priority

One of the biggest struggles for firm owners is carving out the time to work on the business. As our firm grows, it’s easy to prioritize your time IN the business over strategic planning. That’s why we’ve created XYPN events to give you the opportunity to focus squarely on your firm's future. They’re where real growth, collaboration, and inspiration happen—the XYPN Retreat is no exception.

Find Your Support Network 

We know you’re passionate about what you do, and we’re here to provide you with the tools, strategies, and support to ensure that passion translates into long-term success. 

You won’t just be learning from our team—you’ll be learning with some of the best advisors in the industry. It’s your venue to learn, share, and feel supported by advisors facing the same challenges of firm ownership. You’ll tap into your “why” alongside experienced advisors, and together, you’ll rediscover the motivation you need to push your firm toward the next level. 

ARE YOU READY TO BUILD A FIRM THAT THRIVES?

You deserve to take the time to create a clear path forward—and have fun doing it. Join us for the XYPN Retreat at the inaugural price that won't be offered again. 

Let’s make 2025 the year you take full ownership of your practice.