Run, grow & scale your RIA
Maximize Your ROI
Boost productivity & profitability to optimize your Return On Independence
Brian Muller, AAMS® | Founder and Wealth Advisor, Momentous Wealth Advisors |
XYPN Member since 2023
build a better experience
Back Office Solutions & Growth Accelerators
Savings
Spend less time and earn more money with outsourcing support
Support
Find exactly the right expert, resource, tool, and solution you need
Connection
Plug into a community of experts and advisors working together for your success
Continuity
Seamlessly transition your business to a fee-only structure, to a partner, or to another firm
Added Value
Feel your client’s appreciation when you improve their experience and increase profits
Confidence
Get the answers you need quickly so you can feel better about the advice you give
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1,500
Copied!
45%
Business support number
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2,000+
Viability Number
Terri Spath, CFA, CFP® | Founder, CEO, and Financial Advisor, Zuma Wealth |
XYPN Member since 2021
$7,824
90%
RIA-lity Check
Get your RIA report card on management, engagement & morale—see where you stand and fix the friction.
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Stories from real advisors ↘
CASE STUDY
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The Power of Niche
How Cathy Curtis Grew a Highly Profitable and High-Touch Solo Practice
CASE STUDY
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Financial Planning With a Purpose
How Tara Unverzagt streamlined her systems to scale a firm she loves
Add Value & Focus on What You Love
Solutions Designed to Support You
Your clients will thank you for it
Do what you do best and leave the rest to Emerald Support Solutions: Books, Compliance, or Invest. Or leave all your back-office compliance and business burdens to Sapphire, your corporate RIA solution. Get the outsourcing you need so you can add value and serve your clients better.
Emerald Support Solutions & Kits
Bookkeeping
Bring balance to your books, business and life with the bookkeeping solution for fee-only advisors
Compliance
From RIA registration and ADV updating to managing your ongoing compliance program, your team of experts is with you every step of the way
Investment Management
Enjoy asset management that manages itself with a TAMP designed to support every client and goal
Sapphire
Plug-and-Play Compliance, Back-Office, Client & Custodian Management
Join the only corporate RIA that provides all of the support with no strings attached.
Your business, data, clients, and brand belong 100% to you.
Learn more →
Advisor Success
Make your firm more efficient, grow your business, or scale your resources with the experts, tools, solutions, community and resources that level up every aspect of your professional and personal life.
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XYPN Academy
Manage, grow, and scale your business with proven pathways of virtual and on-demand training, workshops, and educational resources including CFP® Continuing Education (CE) Credit Courses.
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Network
Plug into round-the-clock resources for quick answers through the Member Forums and Directory or for ongoing support through Mastermind and Open Groups.
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Coaching
Get the guidance and tools you need to move from blocked to bankable from experts and your peers with Drop-in Coaching, Office Hours and Virtual Event Programming—so you can move the needle in ways that matter.
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In-Person Events
Find your people and level up your business at XYPN LIVE, XYPN Retreats and local meetups.
Resources
Set Yourself Up For Success With These Tools & Resources
