true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true true

Virtual Events

Connect with your community and level up as a financial advisor with these expert and peer-led events delivering front-line insights, proven processes, and real-time solutions.

Webinar

Scale Your Practice While Working Less

May 14, 2025

Scale Your Practice While Working Less

The Systems & Processes Framework

May 21, 2025

XYPN Learn to Launch Office Hours

On-Demand Events

The 401(k) Blueprint: Turning Retirement Plans into a Flywheel

With Betterment Advisor Solutions, Wealthbox, and Elements

Livestreaming Your Way to $250K in Revenue

Ready to Launch? How to Know If You’re Ready to Go Out On Your Own

Top Strategies for College & Education Financial Planning in 2025

Stop Wasting Time: Automate Client Onboarding and Boost Efficiency with PreciseFP

What to Know Before You Launch: The Top Questions Financial Advisors Ask

From Idea to Distribution: How Financial Advisors Create Effective Short-Form Videos

With N2 Content Marketing

Navigating the Future of Financial Planning: Insights from Industry Leaders

From Scroll to Sale: The 4 Secrets to Building a Client-Attracting Website

Affordable Digital Marketing Strategies for Advisors

A Wealthtender Approach

Level Up Your Wealthbox

What XYPN Advisors Can Achieve with a Premier Plan

Starting with Sapphire: Discover a New Way to Launch your Firm with XYPN

Practical SEO: How to Help Your Niche Find You

Get Started with RightRisk: Sophisticated Risk Assessment Made Simple by RightCapital

Permanent Life Insurance – Should it Stay or Should it Go?

Enhancing Your Compliance Framework as an RIA Owner

Gain a Competitive Edge: Real-Time Client Spending Insights for Advisors with Monarch Money

What is a Donor-Advised Fund? The Benefits of Incorporating DAFs into Your Investment Advice

Insights from the Betterment Advisor Solutions’ 2024 Advisor Survey

Unlock strategies for thriving as an independent advisor in a shifting industry landsca …

The Path to Firm Ownership

Should you Buy, Partner, or Launch Your Own RIA?

How to Run an AI-Enhanced Client Meeting Cycle

Exclusive XYPN LIVE 2024 Content

Bridging Generations: Mastering Strategies for the Great Wealth Transfer

Strategic Automation and CRM with Wealthbox + Sphynx Automation

Ditch Traditional Planning for a Scalable Advice Model

Understanding 403(b) Plans: How to Help Educators Navigate Retirement Plans

Ditch the Pitch: Mastering Genuine Conversations to Hit Sales Goals

Attract Ideal Clients and Clone Them Like Magic

How to Get Your First Client from Social Media as a Financial Advisor

Get Paid Without Getting Overwhelmed

Tips On Fee-billing And Books With AdvicePay & XYPN Books

Ask Me Anything: I Changed Careers to Be a Financial Planner

Building a “Set It and Forget It” Lead Generation Engine for your RIA with PreciseFP

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital

Ask Me Anything: To Scale or Not To Scale Your RIA

Creating Workflows That Work for You with Hubly

Betterment for Advisors

Gain front-line insights from XYPN member, Ryan Frailich, about his experience

Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA

Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way

AMA with Alan Moore, XYPN CEO and Co-Founder

The Future of Financial Planning with Alan Moore and Bob Veres

Unlocking Potential: Amplified Planning’s Externship Program

The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Pla …

Creating a First Year Budget New RIA Owners Can Stick To

The Great Cash-flow vs. Goal-based Financial Planning Debate

Determine what’s best for your clients

Podcasting 101 for RIA Owners

Unlocking Supercharged Growth for Financial Advisors With AI

Delivering Tax-Smart Strategies Using New Roth Conversion Techniques

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

More Than a Fad: The Long-Term Value of Behavioral Finance

XYPN Director of Partnerships, Jordan Hutchison, puts a new spin on behavioral finance, …

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 …

Build Your Own Business

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 from experienced advisors Kristy Runzer and Trent Porter as they share valuable i …

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 …

RIA Launch costs

How much does it cost to start an RIA?

Pricing Your Services

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

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Virtual Events

May 14, 2025

Scale Your Practice While Working Less

May 21, 2025

XYPN Learn to Launch Office Hours

On-Demand Events

The 401(k) Blueprint: Turning Retirement Plans into a Flywheel

Livestreaming Your Way to $250K in Revenue

Ready to Launch? How to Know If You’re Ready to Go Out On Your Own

Top Strategies for College & Education Financial Planning in 2025

Stop Wasting Time: Automate Client Onboarding and Boost Efficiency with PreciseFP

What to Know Before You Launch: The Top Questions Financial Advisors Ask

From Idea to Distribution: How Financial Advisors Create Effective Short-Form Videos

Navigating the Future of Financial Planning: Insights from Industry Leaders

From Scroll to Sale: The 4 Secrets to Building a Client-Attracting Website

Affordable Digital Marketing Strategies for Advisors

Level Up Your Wealthbox

Starting with Sapphire: Discover a New Way to Launch your Firm with XYPN

Practical SEO: How to Help Your Niche Find You

Get Started with RightRisk: Sophisticated Risk Assessment Made Simple by RightCapital

Permanent Life Insurance – Should it Stay or Should it Go?

Enhancing Your Compliance Framework as an RIA Owner

Gain a Competitive Edge: Real-Time Client Spending Insights for Advisors with Monarch Money

What is a Donor-Advised Fund? The Benefits of Incorporating DAFs into Your Investment Advice

Insights from the Betterment Advisor Solutions’ 2024 Advisor Survey

The Path to Firm Ownership

How to Run an AI-Enhanced Client Meeting Cycle

Bridging Generations: Mastering Strategies for the Great Wealth Transfer

Strategic Automation and CRM with Wealthbox + Sphynx Automation

Ditch Traditional Planning for a Scalable Advice Model

Understanding 403(b) Plans: How to Help Educators Navigate Retirement Plans

Ditch the Pitch: Mastering Genuine Conversations to Hit Sales Goals

Attract Ideal Clients and Clone Them Like Magic

How to Get Your First Client from Social Media as a Financial Advisor

Get Paid Without Getting Overwhelmed

Ask Me Anything: I Changed Careers to Be a Financial Planner

Building a “Set It and Forget It” Lead Generation Engine for your RIA with PreciseFP

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital

Ask Me Anything: To Scale or Not To Scale Your RIA

Creating Workflows That Work for You with Hubly

Betterment for Advisors

Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA

Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way

AMA with Alan Moore, XYPN CEO and Co-Founder

The Future of Financial Planning with Alan Moore and Bob Veres

Unlocking Potential: Amplified Planning’s Externship Program

Creating a First Year Budget New RIA Owners Can Stick To

The Great Cash-flow vs. Goal-based Financial Planning Debate

Podcasting 101 for RIA Owners

Unlocking Supercharged Growth for Financial Advisors With AI

Delivering Tax-Smart Strategies Using New Roth Conversion Techniques

30 Sales Tips for RIA Owners in 30(ish) Minutes

Practical SEO: How to Help Your Niche Find You

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

How to Generate the Right Leads for Your RIA

Starting Your Own Practice

More Than a Fad: The Long-Term Value of Behavioral Finance

A Firm Owner's Guide to Compliance

What I Wish I Knew Before Starting a Business

30 Top Marketing Hacks in 30 Minutes

Email Marketing 101 for Financial Advisors

The Art of Advice: Sales Strategies for Financial Advisors

What Tech Solutions Should You Use in Your Firm?

How to Launch, Run, & Grow A Successful Fee-Only Firm

Bookkeeping Basics for Financial Advisors

How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice