Find an Advisor Portal + Profile
Are you in front of your prospective clients? Members of XYPN are listed on our one-of-a-kind search engine used by Gen X and Gen Y to find their ideal financial planner.
Gain Visibility and Rise Above the Rest
The Find an Advisor Portal offers you unique access to the type of clients with problems you can solve. Most consumers search the site via service — not by location. Advisors no longer need to worry about competing based on location.
Be the Go-To Expert
Advisors are listed on the Find an Advisor portal by their speciality. Whether you serve entrepreneurs, new parents, world travelers, military members, or the LGBT community, you’ll stand out at the go-to advisor for the exact group of people you want as clients.
Make Your Profile 100% YOU
Your profile is designed to showcase what makes you the best choice as a financial advisor. Include a bio, all your social media links, and contact information including your email address, phone number, and website. You’ll also be able to display your fiduciary oath and BrightScope clean conduct badge.
“I have enough marketing exposure”… said no RIA ever
Download our free Member Benefits Directory for 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.
