“When I felt called to launch my own financial planning firm, I had no idea where to start. I started looking at the basic components I knew I would need, compliance and tech. I stumbled on XYPN’s First-Year Budget worksheet comparison and it became a no-brainer. I’ve also found an incredible community of other advisors. Our mastermind group is also a great benefit. XYPN and the members offer what it really looks like to start a firm and some of the challenges and success that we may face.”
“XYPN has been instrumental to my success as an independent, solo RIA. I would not have been able to enter the industry as a career changer without educational resources like XYPN Academy and compliance support. The community aspects of XYPN help firm owners feel like we’re not on an island. And the tech stack is a tremendous value for the money, enabling us to serve more clients at a lower cost!”
“Being solo, you need backup like XY behind you. That's your big giant outsourcing partner, right? With all the different discounts on technology and all the support and the coaching and all that, why not do it that way? If you're an independent-minded person, it’s totally the way to go.”
