🎉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 10,243 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
Get directions
Bozeman, MT 59715, US
Employees at XYPN
Updates
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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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Are you protecting your RIA against cyber attacks effectively? Discover key security measures such as MFA, access controls, and encryption by XYPN IT Manager Jared Martin that can significantly reduce your risk. Dive into our latest insights: https://hubs.ly/Q02C845F0
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There is just one week until our webinar on July 16, 2024, @ 10 AM PT / 1 PM EST! Learn from industry experts Jesse Hoffmann (@AdvicePay) and Rhonda Moore (@XYPlanning Books) about expanding service offerings, leveraging pricing insights, and improving billing efficiency. Engage directly with our speakers during the live Q&A. Register today to elevate your financial advisory business: https://hubs.ly/Q02D1dBP0
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Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients https://hubs.ly/Q02G1CRY0
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🤔 Are you considering a career change to become a financial planner? Join XYPN members Linda Grizely 🐻, CFP®, MSFS, CAP® and Ryan Sullivan, PE on July 10, as they share their journey and insights on launching successful RIAs. Don't miss this opportunity! Register today: https://hubs.ly/Q02BCSSm0
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Are you a financial advisor looking to optimize your practice with the right planning software? David Bowman, CFP®, CCFC, Director of XYPN Partnerships, compares RightCapital and eMoney and guides you through choosing one. Read More: https://hubs.ly/Q02Fw5210.
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Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney https://hubs.ly/Q02FC37q0
Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney
xyplanningnetwork.com
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Your favorite client is moving abroad! What do you need to know? What do you need to do? In Malissa Marshall, CFP®, MS Tax, EA’s #XYPNLIVE 2024 session, you’ll: Learn why cross-border planning is such a unique specialization Understand when to pull in a specialist or pass on a prospect Build your knowledge of the resources available Grab your pass and get ready to expand your firm's borders → https://hubs.ly/Q02D4gLf0
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Every year, we hear the people are the best part of #XYPNLIVE. But if you’re still wondering “how” you’re going to meet your peers, here’s a look at all the ways to network with the Network before, during, and after the conference → https://hubs.ly/Q02D4dFp0
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