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.
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.
“Unlike your ‘father’s financial advisor,’ XYPN members aren’t stick-in-the-mud stand alone planners. XYPN members are supportive and highly collaborative. As a client, your XYPN advisor receives support from the combined knowledge and 100’s of years of experience of 70+ other highly qualified advisors. Unlike our older peers, we have no qualms sharing what we know!”