Connect with your community and level up as a financial advisor with these expert and peer-led events delivering front-line insights, proven processes, and real-time solutions.
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Learn how Monarch Money gives financial advisors real-time client spending insights, fe …
Discover how Donor-Advised Funds (DAFs) can enhance your investment strategy with insig …
Unlock strategies for thriving as an independent advisor in a shifting industry landsca …
Should you Buy, Partner, or Launch Your Own RIA?
Exclusive XYPN LIVE 2024 Content
Join Envestnet's Tom Via to master strategies for the Great Wealth Transfer and enhance …
Join Elements team to learn how to streamline financial planning, reduce client meeting …
Join Nancy Bleeke Noël’s workshop to learn how genuine conversations can boost your con …
Tips On Fee-billing And Books With AdvicePay & XYPN Books
Learn how to build a 'Set It and Forget It' Lead Generation Engine for your RIA with Pr …
Learn how to create robust advisor workflows and enhance client experiences with insigh …
Gain front-line insights from XYPN member, Ryan Frailich, about his experience
Join Bob Veres and Alan Moore to hear them discuss the future of financial planning.
The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Pla …
Determine what’s best for your clients
Join Chris Mauriello, Financial Planning Practice Management Consultant at eMoney, who …
Exclusive XYPN LIVE Content
The Transformative Flexibility of RIA Firm Ownership
Everything You Need to Know About Registering Your Firm
Join Kathleen Boyd, CFP®, XYPN's Financial Planning and Process Coach, as she guides yo …
Expert advice from XYPN’s Compliance Team on eliminating trails, navigating non-compete …
A Primer for Business Owners
However much you may dread bookkeeping, it’s essential for running a financial planning …
XYPN Director of Partnerships, Jordan Hutchison, puts a new spin on behavioral finance, …
Join Alan Moore, XYPN CEO & Co-Founder, for this free webinar, where he breaks down a m …
Discover 30 top RIA marketing hacks in just 30 minutes! Join XYPN Marketeers Katie DeMa …
Join XYPN Email Marketing Manager, Lindsey White, to learn about email marketing, from …
Learn more about the winning sales process that has helped hundreds of financial adviso …
Join Manager of XY Bean Counters (XYBC), Dan Keslin, and XYBC Senior Accountant, Hayley …
Join Managing Director of XY Investment Solutions, Lisa Asher, to learn about the inves …
XYPN Compliance Consultant Shelby Brown will teach you how to become an effective CCO, …
Join XYPN Sales Coach BB Webb to learn more about how to create a winning sales process …
Expert-led step-by-step guidance for creating an effective launch plan for marketing yo …
Expert advice on how to successfully pivot your practice to a virtual one in light of t …
Choosing to Build a Lifestyle Practice or an Enterprise Firm
Study groups are a key ingredient for success as a firm owner. In this free recording, …
Here are the secrets to success during your first year as an RIA firm owner.
(No Experience Needed)
A Study of 100+ Advisor Website Analytics
Learn from experienced advisors Kristy Runzer and Trent Porter as they share valuable i …
Find success in your RIA and learn how to transform sales from sleazy to strategic in t …
Learn how to build a clear marketing strategy for niche marketing in the financial plan …
How to do Both (Successfully!)
How XYPN Helps Advisors Succeed
The Hows, Whats, & Whys of Choosing a Fee Structure
Learn how Rianka Dorsainvil is shaking up the industry and making it more inclusive and …
The Biggest Misconceptions About XYPN
In this webinar, explore the ins and outs of serving a specific niche, from the advanta …
Financial advisor and Chair of the Association of African American Financial Advisors ( …
Learn how to successfully deploy technology within your practice to solve issues and af …
Many financial advisors struggle to play the Chief Compliance Officer role. Learn how t …
XYPN offers an ever-growing multitude of benefits, like compliance and marketing suppor …
The monthly subscription model introduces a new way for advisors to structure their bus …
Hear how 3 XYPN members have incorporated marketing into their firms, where their time …
How much does it cost to start an RIA?
Two rockstar XYPN members share their tricks for juggling the demands of a growing busi …
