XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. We offer comprehensive resources to help financial planners run better and more successful businesses.
We support and encourage financial advisors who want to start their own firm to serve their ideal clients and niche — as well as advisors who have already started their own financial planning firms. The benefits and services that our members have access to include assistance in launching a firm and ongoing support to keep it running smoothly and successfully.
The network aims to provide turnkey solutions for planners before they launch businesses, for firms in their first year, and for businesses that have existed for multiple years. Our support system includes taking care of technology, compliance, education, and marketing needs. Other benefits to our advisors include discounts on products to help them run their firms and increased access to media contacts.
Here’s some of what we offer to help you get ahead of the industry curve and succeed in business:
- Access to more clients via a custom profile on XYPN’s consumer-facing Find An Advisor Portal
- Compliance support for new firms, a $3,000 value (and ongoing support for existing firms, a $2,000 value)
- Full technology platform to provide the necessary tools to run a successful planning firm (including free access to Guide Financial, Wealthbox for CRM, PreciseFP, archiving services, and more), a $2,915 value
- Membership to NAFPA included for XYPN members
- Marketing education/support via exclusive resources, feedback from professional coaches
- Continuing education and info to help start, run, and grow a business via valuable webinars
- Peer to peer networking and study groups to facilitate network-wide resource and information sharing
- Discounts on a la carte services, including additional technologies and content creation/management
- Exclusive access to media contacts for increased exposure on our members and their firms