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Your Personal & Professional Growth Network

Community 

Being part of a vibrant community is one of the most powerful drivers of success.

Only XYPN connects you with over 2,100 like-minded advisors, all working together to support each other’s growth. When you engage with the XYPN Network, you’re not just growing your business—you’re building meaningful, lasting relationships that will inspire and empower.

Jason-Howell

 

Jason J. Howell, CFP®, CPWA®, CSRIC® | Jason Howell Company |

XYPN Member since 2017

2,100+

Accessible Members 

400+

Virtual Events Annually

50+

Cities with Meet-Ups

Networking Opportunities

Find Your People

Expand your professional and personal network through a variety of dynamic and strategic networking opportunities designed to connect, inspire, and support you.

Conference & Retreats Find your fit and level up your business where the Network comes together to supercharge each other.

Conference & Retreats

Find your fit and level up your business where the Network comes together to supercharge each other. 

Virtual Networking 

Join virtual events to connect with experts and peers providing insights and solutions on a broad range of topics.  

Local Meet-Ups & Industry Events Build deeper connections in your area with like-minded advisors at a meet-up.

Local Meet-Ups & Industry Events

Build deeper connections in your area with like-minded advisors at a meet-up. 

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Feel the Power of Possibility 

XYPN LIVE is the membership experience come to life: a dynamic community of like-minded advisors, end-to-end education, and customized solutions. Get ready to walk away with meaningful connections, inspired ideas and actionable insights.

Lean into LIVE →
 

1,500

Compliance number

45%

Business support number

2,000+

Viability Number

Mark-Wyand


Mark Wyand, CFA  | Layline Advisors |

XYPN Member since 2016
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This was the first conference I've ever attended. Coming in with no expectations, I had no clue that it'd be everything I could want and more: networking, the ability to meet other advisors face to face and out-of-this-world content."

From Launch to Leadership

Mastermind Groups

Are you worried about feeling disconnected in your independent practice? You’re not alone. Mastermind Groups are created to eliminate that sense of solitude and connect you with fellow peers in a supportive, collaborative environment.

Collaboration

Feel truly supported by peers who understand your challenges and can share insights, strategies, and solutions in a small group setting. Together, you will collaborate, commiserate, and cheer each other on.

Accountability

Stay motivated through structured group-driven goal-setting. Mastermind groups create a powerful accountability system that keeps you focused and moving forward—in your business and at home.

Business Growth

Gain access to trusted resources, referrals, partnerships, and business-building opportunities that can accelerate your firm's success. 

Continuity Plans

Build a safety net for your practice with a trusted group of peers ready to support your business, ensuring stability and peace of mind for you and your clients. 

 

1,500

Compliance number

45%

Business support number

2,000+

Viability Number

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In the mastermind groups, you're surrounded by people who are going through the same entrepreneurial journey. They push you to rise up, challenge your assumptions, and grow your practice."

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Dillon Cobb, CPA, CFP®  | Simply Human Advisors |

XYPN Member since 2023
Your Path, Your People

Community Culture

Experience the dynamic spirit of XYPN—a supportive Network driven by a shared commitment to diversity, equity, and inclusion at every level.

  • →

    Support Network: Find your fit in a community of over 2,100 advisors where collaboration is key to everyone’s success. 
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    Diversity, Equity, and Inclusion: XYPN is committed to fostering an inclusive environment where every advisor feels valued and supported.
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    Family-friendly: XYPN LIVE welcomes families and offers free child care! 
Jon Wong, Founder and Principal Financial Planner, Layari Financial


Jonathan Wong, CFP® | Layari Financial |

XYPN Member since 2022
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Ready to find your fit?

Find all the ways you can connect and level up your firm

Get the guide →
 
Connect & Level up

Round the Clock Resources

Maximize your XYPN membership by tapping into a powerful community excited to share their insights, tools, tricks, and time.

Education & Coaching

Learning with peers is always more fun! Join them in the Launch Sequence program and drop-in coaching and office hours, virtual training, workshops, and retreats.

Forums & Directory

Get quick and direct access to other members  in the Forums or Member Directory—all designed to help you find your people, level up your business and feel supported. 

Portal Navigation

Find individuals, groups, chats, meetups, events and forums for anything from quick answers to long-term relationships and even continuity planning in one easy-to-access portal.

Ready to connect?

Let's get started →