🎉In celebration of our 10th Anniversary, check out Alan Moore and Michael Kitces's new edition of their guide to profitably serving who you want, how you want! Now available on Amazon! https://hubs.ly/Q02wzBVl0
XYPN
Financial Services
Bozeman, MT 10,265 followers
XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams with complete autonomy.
About us
XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.
- Website
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https://www.xyplanningnetwork.com/
External link for XYPN
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bozeman, MT
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Fee Only Financial Planning and Business Coaching
Locations
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Primary
Bozeman, MT 59715, US
Employees at XYPN
Updates
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🎙️ Exciting News! Tune in to last week's XYPN Radio episode featuring Ed Smith and Amanda Lique from Valor Wealth Partners. They share their journey from startup to serving over 100 clients. Don't miss out on their insights about scaling a business and building a supportive team! Listen here: https://hubs.ly/Q02Gz5bw0
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Enhance your RIA's security posture with actionable cyber security tips from XYPN IT Manager Jared Martin. From phishing awareness to endpoint security, learn how to safeguard sensitive client data. Explore more: https://hubs.ly/Q02C8hpd0
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If you wish you had a road map on the path of building a financial planning firm, Ally Ayers, Shane Mason, Bjorn Amundson, and Kyle Moore’s @XYPNLIVE 2024 panel is made for you. You’ll takeaway: 📌 Whether you should partner with another advisor and IF it makes sense 📌 What kind of firm do you want to be, and how long do you want to work? 📌 How to build for growth and an eventual exit (or not) 📌 What to charge and when to raise your fees as you grow your talent pool Grab your pass and get ready to learn the firm owner inflection points → https://hubs.ly/Q02D4hcb0
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New XYPN Radio Episode Alert: John Bovard of Incline Wealth Advisors discusses the nuances of advising business owners, from clear goal setting to building strong client relationships. Gain practical tips and explore his recommended reading list for aspiring firm owners. Listen now: https://hubs.ly/Q02DfXr60
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Meet our XYPN LIVE 2024 Exhibitors! Join us at XYPN LIVE 2024 in Minneapolis, MN from October 15-17 and discover the latest in tech solutions tailored for fee-only financial advisors. See who will be there today 👉https://hubs.ly/Q02GDWCS0
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Meet our XYPN LIVE 2024 Exhibitors! https://hubs.ly/Q02GFBmB0
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The countdown is on! Join us in 24 hours for an insightful webinar with Jesse Hoffmann from AdvicePay and Rhonda Moore from XYPN Books on July 16, 2024, @ 10 AM PT / 1 PM EST. Gain actionable strategies to increase revenue, streamline operations, and enhance client satisfaction. Don't miss out—secure your spot now: https://hubs.ly/Q02D18ww0
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📣 XYPN is swinging into your area and sponsoring a meet-up with host Joe Bautista! When: Saturday, July 27 @ 2:30 PM PT Where: Blue Ox Axe Throwing | Oregon City, OR RSVP today: https://hubs.ly/Q02x9d6Y0
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Want to serve 8-figure clients? Are you presenting your firm in a way that attracts that audience? UHNW are looking for keywords including: 👉Fiduciary 👉Holistic 👉Comprehensive Get ready to level up your communication strategy with Jason J. Howell, CFP®, CPWA®, CSRIC® on October 17th at #XYPNLIVE 2024. Explore the full schedule and grab your pass today → https://hubs.ly/Q02D4knG0
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