We’re always looking to add more value to our members. Benefits of membership in the Network go beyond technology discounts or compliance support. We’re here for you every step of the way.
Is there a benefit that you haven’t seen and would like us to include for advisors in XYPN? Drop us a line and we’ll try to add it to additional resources like these:
XYPN members receive a 10% discount on disability insurance policies. Members under the age of 40 receive access to the NAPFA or FPA voluntary group long term disability plans. Those 40 and older can obtain a plan through NAPFA.
What This Benefit Provides You
We all need a community of fellow professionals — a community of peers we can rely on and share knowledge with. We know advisors with study groups and masterminds are more successful than those without.
And we believe that part of the reason why XYPN members are so decorated with industry accolades and recognition is because of the strong support each individual in the Network offers everyone else.
Whether it’s a relationship between members or between members and XYPN staff, we share bonds that go beyond online forums. And that makes a huge difference when you’re starting, running, or growing a financial planning firm.
It’s about collaboration, not competition. It’s about building a shared base of knowledge, experience, ideas, and information about what works and what doesn’t, or about how to better serve clients, or about how to improve your practice management or better market your RIA.
“XYPN really represents the future of the profession. It is in the cutting edge in terms of business models, technology implementation and commitment to excellent client service to everyone no matter how wealthy they are.”