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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What XYPN Advisors Can Achieve with a Premier Plan
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
Tips On Fee-billing And Books With AdvicePay & XYPN Books
Gain front-line insights from XYPN member, Ryan Frailich, about his experience
The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Pla …
Determine what’s best for your clients
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
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 …
