Executive Coaching & Marketing Support
It’s hard to organize your business, develop a marketing strategy, and make progress every week when you’re an independent entrepreneur. That’s why XYPN members get dedicated coaches, among other invaluable benefits to help you promote and grow your firm.
Receive business coaching from Arlene Moss and a variety of industry experts so you can build and run a better business.
Get the information you need to grow your RIA from marketing coach Carolyn Dalle-Molle.
What This Benefit Provides You
Executive Coaching
- Join weekly group coaching calls and receive a spot on a study group with other advisors at similar stages of business growth.
- Get help determining your fee structure and service model, and how to communicate the value you provide to clients.
- Learn how to implement monthly retainer model with hands-on guidance.
- Receive advice on improving your business organization and operations.
- Invest in yourself with XYPN’s one-on-one executive coaching, available as a premium service tailor-made for your specific needs
- Join a 1 year program to build upon your initial training. Work through the details of running your firm over the course of one year of semi-monthly group calls.
- Members: learn more and sign up for executive coaching.
Marketing Support
- Access marketing guides, videos and templates in the Member Forum, 24/7.
- Attend member-only webinars that cover a variety of marketing topics, and give you the chance to participate in live Q&A with Carolyn.
- Get private marketing coaching with Carolyn, a premier service available exclusively to members.
- Enhance your marketing education with access to the Marketing & Lead Generation course in XYPN Academy.
- Use our media request platform for the chance to get quoted in consumer-facing publications and industry journals, including The New York Times, The Wall Street Journal, InvestmentNews, Financial Advisor, Financial Planning, NerdWallet, MarketWatch, and more.
Want to know ALL of the perks of XYPN Membership?
Download our free Member Benefits Directory
Thinking about becoming a member of XY Planning Network? Our info-packed Member Benefits Directory details our official partners, free-for-members services, exclusive opportunities, and additional discounts. See for yourself why hundreds of members call XYPN home.