Inside XYPN Sapphire: An Advisor's Firsthand Experience

Building an independent firm doesn't have to mean doing everything alone.

Join us for a live Ask Me Anything session with XYPN Sapphire member Erin O'Brien, CFP®, founder of Purposeful Money, a fee-only financial planning firm built around helping clients align their money with what matters most.

Erin will share her journey to Sapphire, what the transition process looked like, and how the partnership supports her firm today. From compliance and investment management to technology, operations, and day-to-day support, you'll get an honest look at what it's like to build and grow a business within the Sapphire community.

In this session, you'll have the opportunity to ask questions about:

• Why Erin chose Sapphire and what she considered before making the move

• What the transition process was really like

• How compliance, investment management, and operational support work in practice

• The technology and resources available to Sapphire advisors

• What independence looks like inside the Sapphire model

• Lessons learned from building and growing her firm

Whether you're actively evaluating Sapphire or simply curious about what membership looks like beyond the website, you'll leave with a firsthand perspective from an advisor who has experienced it herself.

You’ll also hear how we support advisors through more nuanced situations like outside business activities, custom billing arrangements, client complaints, perceived conflicts of interest, and regulatory requests.

Whether you’re evaluating Sapphire or simply want a better understanding of our compliance partnership, you’ll leave with a clear picture of how our team helps advisors navigate compliance with confidence and focus more time on their clients.