Find an Advisor →

Find an Advisor →

Membership
Resources
Events
- XYPN LIVE
- Industry Events
Pricing

Get in touch →

Membership
Resources
Events
- XYPN LIVE
- Industry Events
Pricing

Get in touch →

Find an Advisor → Login

Advisor Blog / Assistant

Recent Posts

Fee-only advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

XYPN Makes it Possible

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

Get in touch →

Read our Twitter feed Read our Facebook feed Read our LinkedIn feed

Compliance
Bookkeeping
Investment Management
Operations

Blog
Podcasts
Webinar & Virtual Events
CFP Scholarship

Industry Events
XYPN LIVE
Industry Experts

Team
Careers
Partners

Copyright © 2023 XY Planning Network