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Jun 4, 2024
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Creating Workflows That Work for You with Hubly and XYPN Ops
Jun 5, 2024
Ask Me Anything: To Scale or Not To Scale Your RIA
Jun 11, 2024
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Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder
Jun 12, 2024
XYPN Learn to Launch Office Hours
May 28–29, 2024
FPA NorCal
Oct 15–17, 2024
XYPN LIVE
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What Makes Betterment for Advisors Better for Planning-Focused Advisors
Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA
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Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way
AMA with Alan Moore, XYPN CEO and Co-Founder
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The Future of Financial Planning with Alan Moore and Bob Veres
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Unlocking Potential: Amplified Planning’s Externship Program
Creating a First Year Budget New RIA Owners Can Stick To
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The Great Cash-flow vs. Goal-based Financial Planning Debate
Podcasting 101 for RIA Owners
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Unlocking Supercharged Growth for Financial Advisors With AI
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Delivering Tax-Smart Strategies Using New Roth Conversion Techniques in eMoney
30 Sales Tips for RIA Owners in 30(ish) Minutes
Practical SEO: How to Help Your Niche Find You
Exclusive XYPN LIVE Content
How to Turn Your Year-end RIA Review into Next Year's Goals
Mastering Your Compliance Program as an RIA Owner
Surviving Your First Year as an RIA Owner
Your Best Life Starts Here
The Transformative Flexibility of RIA Firm Ownership
How to Generate the Right Leads for Your RIA
Starting Your Own Practice
Independent Firm Owner Compensation
Closing the Deal
Easy-to-Execute Strategies RIA Owners Can Use to Convert Prospects to Clients
How to Know When It’s Time to Go
Top Tips for a Smooth Transition From Your Current Firm
Automate, Optimize, Maximize
Future-Proof Your Firm
Succession Planning for Any Firm Size (or Phase)
Are You Sure?
Having the conversation with your partner about making the leap to entrepreneurship
Evaluating, Refining, and Increasing Your Fee
Everything You Need to Know About Making Your First Hire as an Advisor
XYPN members Beverly Johnson and Jake Northrup have a conversation with Alan Moore, CEO …
Compliance Basics
Everything You Need to Know About Registering Your Firm
How to be Your Own Chief Investment Officer for Your Fee-Only Firm
How to Intentionally Build & Foster a Positive Company Culture
The Art of Delivering Ongoing Financial Advice
Advice Advisors Need to Hear
Master Your Personal and Professional Wellbeing
Refining Your Client Service Model
Join Kathleen Boyd, CFP®, XYPN's Financial Planning and Process Coach, as she guides yo …
Expert Roundtable: Tackling Compliance When Transitioning to an RIA
Expert advice from XYPN’s Compliance Team on eliminating trails, navigating non-compete …
How to Incorporate Tax Prep & Planning
AMA with XYPN CEO & Co-Founder Alan Moore
Burnout, Boundaries, and Balance
A Primer for Business Owners
Bookkeeping 101 for Independent Financial Advisors
However much you may dread bookkeeping, it’s essential for running a financial planning …
More Than a Fad: The Long-Term Value of Behavioral Finance
XYPN Director of Partnerships, Jordan Hutchison, puts a new spin on behavioral finance, …
How to (Successfully) Launch Your Own Financial Planning Firm
Join Alan Moore, XYPN CEO & Co-Founder, for this free webinar, where he breaks down a m …
A Firm Owner's Guide to Compliance
What I Wish I Knew Before Starting a Business
30 Top Marketing Hacks in 30 Minutes
Discover 30 top RIA marketing hacks in just 30 minutes! Join XYPN Marketeers Katie DeMa …
Email Marketing 101 for Financial Advisors
Join XYPN Email Marketing Manager, Lindsey White, to learn about email marketing, from …
The Art of Advice: Sales Strategies for Financial Advisors
Learn more about the winning sales process that has helped hundreds of financial adviso …
What Tech Solutions Should You Use in Your Firm?
How to Launch, Run, & Grow A Successful Fee-Only Firm
Bookkeeping Basics for Financial Advisors
Join Manager of XY Bean Counters (XYBC), Dan Keslin, and XYBC Senior Accountant, Hayley …
How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice
Join Managing Director of XY Investment Solutions, Lisa Asher, to learn about the inves …
How to Become the Kicka$$ CCO Your Firm Needs
XYPN Compliance Consultant Shelby Brown will teach you how to become an effective CCO, …
How to Customize a Winning Sales Process
Join XYPN Sales Coach BB Webb to learn more about how to create a winning sales process …
How To Create A Launch Marketing Plan for Your RIA
Expert-led step-by-step guidance for creating an effective launch plan for marketing yo …
Build Your Initial Planning Process
How to Pivot to a Virtual Practice TODAY
Expert advice on how to successfully pivot your practice to a virtual one in light of t …
A Fork in the Road
Choosing to Build a Lifestyle Practice or an Enterprise Firm
Finding Your Fee "Sweet Spot" as an Independent Financial Advisor
Can Study Groups Really Supercharge Your Success as an RIA?
Study groups are a key ingredient for success as a firm owner. In this free recording, …
Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm
Secrets to Surviving Your First Year as a Firm Owner
Here are the secrets to success during your first year as an RIA firm owner.
How to Become a Marketing Master
(No Experience Needed)
Website Metrics: What's Normal?
A Study of 100+ Advisor Website Analytics
Building a Client Base in Year One
Learn how to find your first clients and build a client base in your first year. Free v …
How to Start Loving the "S" Word... Sales
Find success in your RIA and learn how to transform sales from sleazy to strategic in t …
Ask Me Anything with Alan & Michael
The Power of Niche Marketing
Learn how to build a clear marketing strategy for niche marketing in the financial plan …
Investment Management and Fee-Only Planning
How to do Both (Successfully!)
What's In It For Me?
How XYPN Helps Advisors Succeed
The Fees Behind "Fee-Only"
The Hows, Whats, & Whys of Choosing a Fee Structure
What 2050 Trailblazers Taught Me About DEI in the Financial Planning Profession
Learn how Rianka Dorsainvil is shaking up the industry and making it more inclusive and …
Shutting Down the Rumors
The Biggest Misconceptions About XYPN
Niching Up
In this webinar, explore the ins and outs of serving a specific niche, from the advanta …
Transitioning to Fee-Only Planning
Staying Relevant in an Increasingly Diverse Environment
Financial advisor and Chair of the Association of African American Financial Advisors ( …
Must-Have Tech Solutions for Your Firm
Learn how to successfully deploy technology within your practice to solve issues and af …
Compliance for New Firm Owners
Many financial advisors struggle to play the Chief Compliance Officer role. Learn how t …
XYPN Membership Pro-Tips
XYPN offers an ever-growing multitude of benefits, like compliance and marketing suppor …
Finding Your First Clients
Adopting the Monthly Retainer Model
The monthly subscription model introduces a new way for advisors to structure their bus …
Marketing Your Firm
Hear how 3 XYPN members have incorporated marketing into their firms, where their time …
Start-Up Costs
How much will it cost to start your RIA? Two experienced XYPN members share their exper …
Staying Sane While Building Your Firm
Two rockstar XYPN members share their tricks for juggling the demands of a growing busi …
A New Path: Transitioning From the Broker/Dealer World
