Executive Coaching & Marketing Support
XYPN’s team of expert coaches is here to help you build a thriving business that you love. Your coach will help you find focus and clarity, develop your vision, and achieve your goals. They’ll be your guide, accountability partner, and cheerleader to help you get your firm from where you are to where you want to be. Through a one-one coaching relationship, you’ll receive the personalized guidance you need to build a successful financial planning firm.
Kathleen Boyd, CFP®, Financial Planning and Process
Kathleen is a CERTIFIED FINANCIAL PLANNER™ with almost 10 years of experience working for a variety of financial services firms. She is also an Investment News ‘40 Under 40’ recipient, and FA Magazine named her a ‘Top 10 Advisor to Watch.’ Kathleen has written financial planning pieces for Michael Kitces’ Nerds Eye View blog, and serves as an adjunct professor teaching CFP® coursework at Oklahoma State University. She helps advisors customize and systematize their financial planning, client service, and client meeting processes to deliver the highest value to their clients.
Arlene Moss, Practice Management
Arlene has been working with fee-only planners since 2008, and specializes in fee-for-service planners in the independent RIA space. She helps financial advisors beat overwhelm and tackle their frustrations so their businesses soar. With a focus on practice management, Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model.
What This Benefit Provides You
Financial Planning and Process Packages
Meet with Kathleen Boyd, XYPN’s Financial Planning and Process Coach, to streamline your essential financial planning services and processes.
Your Client Service Calendar
This package will help you design your firm’s calendar (or refine an existing one) so you can effectively illustrate to clients and prospects the value they’ll receive from working with you beyond annual client meetings.
Your Financial Planning Process
This package will help you establish or refine your existing process by determining how long your initial process should be, how many meetings you want to hold and their length, how much time should pass in between meetings, and how to describe each meeting and what you hope to accomplish in a client-friendly way.
Set or Adjust Your Financial Planning Fees
This package will help you flesh out step-by-step how to determine appropriate fees based on your service model, the value of your time, and your target client niche.
Practice Management Packages
Meet with Arlene Moss, XYPN’s Executive Business Coach, to tackle the tough practice management issues you face as your firm grows.
Be a Better Boss: Supervision and Management
In this package we’ll discuss the issues you are facing, and craft strategies to help you be a better boss and business owner.
Decide When and What Role to Hire
In this package we’ll nail down what positions to fill, whether you need full- or part-time help, and how much you are going to pay for that position. You’ll walk away ready to make key decisions to move forward and hire your next team member.
Set Your Growth Goals
In this package, you will work to clarify your vision, mission, and values for strategic growth. You’ll set growth and revenue goals that fit your lifestyle, and determine the best key performance indicators to keep you on track toward your goals.
Sign-Ups and Availability
Coaching Packages
Your relationship with one of XYPN’s expert coaches includes regular sessions on a personalized cadence, access to other coaches as needed, and on-demand email support throughout the year of your coaching engagement.
Developing an ongoing relationship is essential to effective coaching, and you’ll select one primary coach based on your firm’s needs. In consultation with that coach, you have the option to use your coaching sessions with other coaches as specific challenges arise.
Coaching engagements are for one year, paid monthly, though coaching sessions can be used as desired. You’ll have the flexibility to use your coaching sessions throughout the year on the cadence that works best for you. That might mean you plan for two months of intensive weekly coaching as your prepare for a large project. You might also do four quarterly retreats or on a more typical cadence, regular monthly or bi-weekly meetings.
Gold Package
Up to 21 coaching sessions per year that can be tailored to the needs of your firm.
Silver Package
Up to 11 hours coaching sessions per year that can be tailored to the needs of your firm.
Sign-Ups and Availability
Put me in, coach. I’m ready to be an RIA!
Download our free Member Benefits Directory for the full scoop on 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.
