true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true

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Join a virtual event from wherever you are or connect at a local meet-up or industry event. Experience XYPN membership and come together at XYPN LIVE, hailed as “far and away the best conference out there for fee-only advisors.”

Upcoming Virtual Events

Dec 3, 2024

Permanent Life Insurance – Should it Stay or Should it Go?

1 CFP® CE Credit Eligible

Dec 10, 2024

Get Started with RightRisk: Sophisticated Risk Assessment Made Simple by RightCapital

Dec 11, 2024

Practical SEO: How to Help Your Niche

Dec 13, 2024

XYPN Learn to Launch Office Hours

Upcoming Live Events

Nov 19–21, 2024

Schwab Impact 2024

Sep 25–27, 2025

XYPN LIVE

On-Demand Events

Enhancing Your Compliance Framework as an RIA Owner

Gain a Competitive Edge: Real-Time Client Spending Insights for Advisors with Monarch Money

What is a Donor-Advised Fund? The Benefits of Incorporating DAFs into Your Investment Advice

Insights from the Betterment Advisor Solutions’ 2024 Advisor Survey

Unlock strategies for thriving as an independent advisor in a shifting industry landsca …

The Path to Firm Ownership

Should you Buy, Partner, or Launch Your Own RIA?

How to Run an AI-Enhanced Client Meeting Cycle

Exclusive XYPN LIVE 2024 Content

Bridging Generations: Mastering Strategies for the Great Wealth Transfer

Strategic Automation and CRM with Wealthbox + Sphynx Automation

Ditch Traditional Planning for a Scalable Advice Model

Understanding 403(b) Plans: How to Help Educators Navigate Retirement Plans

Ditch the Pitch: Mastering Genuine Conversations to Hit Sales Goals

Attract Ideal Clients and Clone Them Like Magic

How to Get Your First Client from Social Media as a Financial Advisor

Get Paid Without Getting Overwhelmed

Tips On Fee-billing And Books With AdvicePay & XYPN Books

Ask Me Anything: I Changed Careers to Be a Financial Planner

Building a “Set It and Forget It” Lead Generation Engine for your RIA with PreciseFP

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital

Ask Me Anything: To Scale or Not To Scale Your RIA

Creating Workflows That Work for You with Hubly

Betterment for Advisors

Gain front-line insights from XYPN member, Ryan Frailich, about his experience

Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA

Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way

AMA with Alan Moore, XYPN CEO and Co-Founder

The Future of Financial Planning with Alan Moore and Bob Veres

Unlocking Potential: Amplified Planning’s Externship Program

The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Pla …

Creating a First Year Budget New RIA Owners Can Stick To

The Great Cash-flow vs. Goal-based Financial Planning Debate

Determine what’s best for your clients

Podcasting 101 for RIA Owners

Unlocking Supercharged Growth for Financial Advisors With AI

Delivering Tax-Smart Strategies Using New Roth Conversion Techniques

30 Sales Tips for RIA Owners in 30(ish) Minutes

Practical SEO: How to Help Your Niche Find You

Exclusive XYPN LIVE Content

How to Turn Your Year-end RIA Review into Next Year's Goals

Mastering Your Compliance Program as an RIA Owner

Surviving Your First Year as an RIA Owner

Your Best Life Starts Here

The Transformative Flexibility of RIA Firm Ownership

How to Generate the Right Leads for Your RIA

Starting Your Own Practice

Independent Firm Owner Compensation

Closing the Deal

Easy-to-Execute Strategies RIA Owners Can Use to Convert Prospects to Clients

How to Know When It’s Time to Go

Top Tips for a Smooth Transition From Your Current Firm

How to Manage Compliance as an RIA Firm Owner

Automate, Optimize, Maximize

Future-Proof Your Firm

Succession Planning for Any Firm Size (or Phase)

Are You Sure?

Having the conversation with your partner about making the leap to entrepreneurship

Reach Your Niche

Evaluating, Refining, and Increasing Your Fee

Everything You Need to Know About Making Your First Hire as an Advisor

XYPN members Beverly Johnson and Jake Northrup have a conversation with Alan Moore, CEO …

Finding Your Niche

Compliance Basics

Everything You Need to Know About Registering Your Firm

How to be Your Own Chief Investment Officer for Your Fee-Only Firm

How to Intentionally Build & Foster a Positive Company Culture

The Art of Delivering Ongoing Financial Advice

Advice Advisors Need to Hear

Master Your Personal and Professional Wellbeing

Refining Your Client Service Model

Join Kathleen Boyd, CFP®, XYPN's Financial Planning and Process Coach, as she guides yo …

Expert Roundtable: Tackling Compliance When Transitioning to an RIA

Expert advice from XYPN’s Compliance Team on eliminating trails, navigating non-compete …

How to Incorporate Tax Prep & Planning

AMA with XYPN CEO & Co-Founder Alan Moore

Burnout, Boundaries, and Balance

A Primer for Business Owners

Bookkeeping 101 for Independent Financial Advisors

However much you may dread bookkeeping, it’s essential for running a financial planning …

More Than a Fad: The Long-Term Value of Behavioral Finance

XYPN Director of Partnerships, Jordan Hutchison, puts a new spin on behavioral finance, …

How to (Successfully) Launch Your Own Financial Planning Firm

Join Alan Moore, XYPN CEO & Co-Founder, for this free webinar, where he breaks down a m …

A Firm Owner's Guide to Compliance

What I Wish I Knew Before Starting a Business

30 Top Marketing Hacks in 30 Minutes

Discover 30 top RIA marketing hacks in just 30 minutes! Join XYPN Marketeers Katie DeMa …

Email Marketing 101 for Financial Advisors

Join XYPN Email Marketing Manager, Lindsey White, to learn about email marketing, from …

The Art of Advice: Sales Strategies for Financial Advisors

Learn more about the winning sales process that has helped hundreds of financial adviso …

What Tech Solutions Should You Use in Your Firm?

How to Launch, Run, & Grow A Successful Fee-Only Firm

Bookkeeping Basics for Financial Advisors

Join Manager of XY Bean Counters (XYBC), Dan Keslin, and XYBC Senior Accountant, Hayley …

How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice

Join Managing Director of XY Investment Solutions, Lisa Asher, to learn about the inves …

How to Become the Kicka$$ CCO Your Firm Needs

XYPN Compliance Consultant Shelby Brown will teach you how to become an effective CCO, …

How to Customize a Winning Sales Process

Join XYPN Sales Coach BB Webb to learn more about how to create a winning sales process …

How To Create A Launch Marketing Plan for Your RIA

Expert-led step-by-step guidance for creating an effective launch plan for marketing yo …

Build Your Initial Planning Process

How to Pivot to a Virtual Practice TODAY

Expert advice on how to successfully pivot your practice to a virtual one in light of t …

Build Your Own Business

A Fork in the Road

Choosing to Build a Lifestyle Practice or an Enterprise Firm

Finding Your Fee "Sweet Spot" as an Independent Financial Advisor

Can Study Groups Really Supercharge Your Success as an RIA?

Study groups are a key ingredient for success as a firm owner. In this free recording, …

Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm

Secrets to Surviving Your First Year as a Firm Owner

Here are the secrets to success during your first year as an RIA firm owner.

How to Become a Marketing Master

(No Experience Needed)

Website Metrics: What's Normal?

A Study of 100+ Advisor Website Analytics

Building a Client Base in Year One

Learn from experienced advisors Kristy Runzer and Trent Porter as they share valuable i …

How to Start Loving the "S" Word... Sales

Find success in your RIA and learn how to transform sales from sleazy to strategic in t …

Ask Me Anything with Alan & Michael

The Power of Niche Marketing

Learn how to build a clear marketing strategy for niche marketing in the financial plan …

Investment Management and Fee-Only Planning

How to do Both (Successfully!)

What's In It For Me?

How XYPN Helps Advisors Succeed

The Fees Behind "Fee-Only"

The Hows, Whats, & Whys of Choosing a Fee Structure

What 2050 Trailblazers Taught Me About DEI in the Financial Planning Profession

Learn how Rianka Dorsainvil is shaking up the industry and making it more inclusive and …

Shutting Down the Rumors

The Biggest Misconceptions About XYPN

Niching Up

In this webinar, explore the ins and outs of serving a specific niche, from the advanta …

Transitioning to Fee-Only Planning

Staying Relevant in an Increasingly Diverse Environment

Financial advisor and Chair of the Association of African American Financial Advisors ( …

Must-Have Tech Solutions for Your Firm

Learn how to successfully deploy technology within your practice to solve issues and af …

Compliance for New Firm Owners

Many financial advisors struggle to play the Chief Compliance Officer role. Learn how t …

XYPN Membership Pro-Tips

XYPN offers an ever-growing multitude of benefits, like compliance and marketing suppor …

Finding Your First Clients

Adopting the Monthly Retainer Model

The monthly subscription model introduces a new way for advisors to structure their bus …

Marketing Your Firm

Hear how 3 XYPN members have incorporated marketing into their firms, where their time …

RIA Launch costs

How much does it cost to start an RIA?

Pricing Your Services

Staying Sane While Building Your Firm

Two rockstar XYPN members share their tricks for juggling the demands of a growing busi …

A New Path: Transitioning From the Broker/Dealer World

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