Don’t have a community of your own to rely on? We’d love to invite you to join ours. Discover a new kind of coworker at XYPN, where members of our Network are each other’s biggest cheerleaders, sounding boards, and shoulders to lean on. Time and again we hear “community” cited as one of the biggest reasons members stay long after they’ve successfully launched their firms. Business ownership is hard, but it’s a whole lot easier when you have hundreds of people in your corner.
Get answers to your questions from a Network of hundreds of highly engaged, experienced financial advisors.
Grow your professional network and gain personal connections through interactive communication, study groups, and in-person events.
Use resources and templates and browse wikis created by industry leaders, experts, and coaches.
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.
“For the very first time, I feel like I am not alone.”
– Paul Fenner, Tamma Capital, LLC
1,000+ new friends overnight. Well aren’t you popular?
Download our free Member Benefits Directory to discover even more benefits
Our info-packed Member Benefits Directory details all the perks you can enjoy as a member of the Network. With over 70-pages of free-for member services, exclusive opportunities, additional discounts, and official partners you’ll see why over 1,000 fee-for-service financial advisors are part of the XYPN community.