XYPN's Growth Story

You may have noticed we've updated our look and feel to reflect the proven leader XYPN has grown up to be. As our Network of over 1,800 fee-for-service financial planners continues to expand, so do our horizons. But our goal remains the same: to empower you to build the firm of your dreams with complete autonomy. 

For those who like a good growth story:

In 2014, Alan Moore and Michael Kitces disrupted the financial industry by showing that independent, fee-for-service financial planning was not only possible, it was profitable. Wanting to share their success and make financial planning more widely accessible, their mission became clear: Help others live their great lives. 

To do so, they created XYPN, a turnkey advice planning platform that makes entrepreneurship possible for fee-for-service financial planners. It includes all the tools needed to succeed: education and training, community, curated technology, compliance support, back-office and client support services, and ongoing advocacy efforts.

They made it affordable by removing percentages, payouts, and commissions from standard membership and completely autonomous with a guarantee that members who were not satisfied could leave at any time with 100% of their clients, revenue, data, and business.

Over the years we grew our team and network, sharpened our tools, and deepened our knowledge about what it takes to build a dream firm through data-backed firm journey revenue and client growth studies. We’ve developed a path to success based on the combined experience and expertise of our team experts and members. XYPN Academy provides a guidance system, processes, and workflows for every stage in the firm journey—from launch to growing and scaling and all the best practices in between.  

As we entered this new life cycle, our vantage broadened and so did our shoulders. The “leather jacket” that fit us so well as an industry disruptor felt a little snug. So we put away our jacket, so to speak, and revisited our vision, goals, and look.

While we look and sound a little more authoritative, our supporters will be glad to know we decided to keep the jeans and shirt and share in our excitement as we expand our proven success model to more advisors who are ready to start living their great lives—with no strings attached.