Find an Advisor →

Find an Advisor →

Financial Reads Login

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 → Financial Reads Login

Advisor Blog / Organization

Recent Posts

Advisor Posts

5 Tips to Prepare For a Books and Records Request (Templates Included)

5 Tips to Prepare For a Books and Records Request (Templates Included)

Advice

Master Your To-Dos with a (Free) Project Management Tool

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
Membership Standards

Blog
Podcasts
Webinars & Virtual Events
CFP Scholarship

Industry Events
XYPN LIVE
Industry Experts

Team
Careers
Partners

Copyright © 2023 XY Planning Network