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  • Membership

      Membership

    • Use Cases
      Start an RIA →
      Launch your firm or transition clients with confidence
      Grow Your RIA →
      Increase productivity and profitability with proven practices & support solutions
      Join Our RIA →
      Benefit from an RIA affiliate model with all of the support and none of the strings
      Find an Advisor →
      Find fee-only fiduciary advice and investment management
    • Advisor Success
      Community →
      Gain from a network of like-minded advisors working together
      Technology →
      Enjoy best-in-class software for RIA owners
      Education & Resources →
      Guide your business to sustainable success
      XYPN LIVE →
      Connect and level up professional and personal growth
    • Case Studies
      Andy Panko, 1200x630 Andy Panko went from careers in banking, insurance, and brokerage to running a high-efficiency practice
      Read more →
      Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
      Read more →
  • Ways to Join

      Ways to Join

    • Emerald
      Emerald →
      Enjoy total control over your firm with support when you need it
      Pricing →
      One affordable subscription-based fee
    • Add-ons
      Compliance Support →
      Register your RIA and manage your program with confidence
      Investment Management →
      Enjoy asset management that manages itself
      Bookkeeping →
      Balance your books and life with this compliant solution
      Tool Kits →
      Accelerate success with these bundled options
      Add-On Pricing →
      Support you need at a price you can afford
    • Sapphire
      Sapphire →
      Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model
      Pricing →
      One monthly fee plus revenue percentage
    • Case Study
      Case Study Brian Muller feat img Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact
      Read more →
  • Resources & Events

      Resources & Events

    • Topics
      Starting an RIA →
      Prepare and launch your independent, fee-only firm
      Running an RIA →
      Efficiently manage your business and client experience
      Growing an RIA →
      Add clients, employees, and capabilities effortlessly
      Scaling an RIA →
      Increase productivity and profitability with current resources
    • Resources
      Blog →
      Podcast →
      On-Demand Events →
      Guides & Courses →
    • Events
      AI is Changing SEO: How to Show Up When Your Ideal Clients Are Searching
      AI is Changing SEO: How to Show Up When Your Ideal Clients Are Searching  →
      Live & Virtual Events →
      XYPN LIVE →
      Experience the best of XYPN at THE conference for fee-only advisors
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Why Financial Planners Should Facilitate Multigenerational Conversations

Arlene Moss
by Arlene Moss
5 min read
August 25, 2025
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XYPN Makes it Possible

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.
 

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