XYPN Partners with Wealthtender to Help Advisors Connect with the Right Clients

by Team XYPN

3 min read

Published September 10, 2026

AI is changing how prospective clients search for and discover financial advisors, and many advisors are already feeling the impact.

Referrals from friends, colleagues, clients, or other professionals are still important sources of growth, but a referral is often just the beginning.

According to a 2025 Wealthtender study, 96% of prospective clients still research an advisor online even after receiving a strong recommendation.

The challenge? You have less control over where that first impression happens. Prospective clients may encounter your firm through a Google search, an AI-generated answer, a review, or another online source before they ever reach your website.

The good news? This creates more opportunities for advisors to connect with their ideal clients without having to initiate the first contact. Your niche, expertise, client experience, and approach to financial planning can help your ideal clients understand what sets your firm apart before the first conversation.

Taking advantage of those opportunities requires the right tools to build trust and make your firm easier to find wherever prospective clients look.

That’s why XYPN is excited to announce that we have partnered with Wealthtender, a platform that helps financial advisors build trust online, improve their visibility in search, and convert more qualified prospects into ideal clients, all while staying compliant.

Beginning September 10, 2026, XYPN members will receive exclusive discounted access to Wealthtender, including a new Growth Essentials offering available exclusively to XYPN members in their XYPN portal.

Exclusive Wealthtender Pricing for XYPN Members

Wealthtender gives advisors more ways to make their expertise and client experience visible online to their ideal clients. Eligible advisors can collect and promote Certified Advisor Reviews®, build an optimized advisor profile, be published in articles relevant to their niche, contribute expertise to media outlets, and strengthen how their firm appears across traditional search and AI-powered search.

XYPN’s partnership with Wealthtender allows members to receive 25% off Wealthtender’s core offerings.

Plus, there's an added benefit for growing teams. XYPN member firms with two or more advisors receive an additional 10% team discount, for a total savings of 35% (team discounts normally start at five advisors).

Members can choose from:

Growth Essentials: an XYPN-exclusive offering that includes an optimized profile and Certified Advisor Reviews®
Convert: adding specialist directories and opportunities to contribute expertise to media outlets
Compound: adding AI-optimized FAQs, testimonial marketing tools, and Large Employer Q&A visibility
Command: adding a dedicated Firm Focus Page and expanded Large Employer Q&A participation

The savings extend beyond the core plans, too! XYPN members receive discounted pricing on Wealthtender add-on packages, which gives you more flexibility to build around the marketing opportunities that make the most sense for your firm. Add-ons include additional directories, employer Q&A opportunities, Firm Focus Pages, guest posts, Ask an Advisor participation, and article syndication.

A Shared Commitment To Advocate for Independent RIAs

For smaller, state-registered firms already competing with SEC-registered firms for attention, differences in marketing rules can create both a competitive disadvantage and added compliance complexity. Marketing rules still vary by state, creating added complexity for advisors operating across multiple jurisdictions and limiting how some firms can use client reviews and testimonials.

Wealthtender shares XYPN’s commitment to helping independent RIAs navigate and capitalize on this evolving landscape, while advocating for regulations that provide advisors with more equitable opportunities to compete.

Wealthtender has been a voice for modernizing advisor marketing rules and expanding advisors’ ability to use client reviews responsibly. XYPN has continued to advocate for modernizing industry regulation, elevating fiduciary financial planning as a trusted profession, and supporting independent, fee-only advisors to build the firm of their dreams. We’re continuing to invest in that work with a dedicated Director of Policy and Regulatory Affairs, focused on ensuring state-registered independent advisors have a voice as the rules that shape their firms evolve.

That shared commitment is part of what makes this partnership a strong fit.

Starting September 10, 2026, XYPN members can explore discounted Wealthtender access in the XYPN portal and find the tools that can help the right clients find you.

About the Author

Team XYPN brings together experts from across compliance, business consulting, investments, operations, marketing, technology, bookkeeping, and advisor support to help fee-only financial advisors build and grow successful independent firms. Drawing on decades of combined experience working alongside RIAs at every stage of their journey, Team XYPN shares practical insights, actionable guidance, and industry expertise designed to help advisors navigate challenges with confidence. Whether launching a new firm or scaling an established practice, their goal is to provide real-world resources that support long-term success.

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XYPN Partners with Wealthtender to Help Advisors Connect with the Right Clients

Exclusive Wealthtender Pricing for XYPN Members

A Shared Commitment To Advocate for Independent RIAs

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