On-Demand Event

Build Your Initial Planning Process

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When it comes to growing your financial planning firm, creating a repeatable, scalable financial planning process is a key first step.

Join XYPN Director of Member Services Maddy Roche as she sits down with XYPN Executive Financial Planning & Process Coach Emily Purdon for an exploration of XYPN’s financial planning process timeline. 

Emily will discuss the core tenets of the process, and will help you outline your own financial planning process for your firm, from client onboarding all the way through plan delivery. She’ll show you how to build your process with the right balance of customization and scalability.


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