💼✨Mark your calendars for Nov 13! Join Shelby Brown, IACCP® at XYPN for a FREE webinar designed for RIA owners. Learn how to effectively manage compliance and tailor a program to fit your business model. Let’s turn confusion into control together! Register now for FREE: https://hubs.ly/Q02W4zwW0
XYPN
Financial Services
Bozeman, MT 10,588 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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🌟 Unlock the power of Donor-Advised Funds in your investment strategy! Join Daniel Blake from UI Charitable Advisors on Nov 6 at 10 AM PT / 1 PM EST for a FREE webinar. Discover the benefits of DAFs, how they work, and how they can enhance client engagement. Secure your spot today for FREE: https://hubs.ly/Q02TcNgh0
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🚀 Elevate Your Advisory Game! 🚀 Our latest blog highlights the importance of identifying true client objectives. Discover practical tools to enhance your conversations and drive client success: https://hubs.ly/Q02Sj8460
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💡 Elevate your advisory practice with real-time client spending insights! Join our FREE webinar on Nov 12 with Derek Bruner and Natalie Taylor, CFP®, BFA™ as they explore how Monarch Money can transform your client relationships and financial outcomes. Secure your spot today for FREE: https://hubs.ly/Q02TcNhm0
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As we move into November, let’s take a moment to redefine what success means in our financial planning firms. Join us on XYPN Radio with Brenna Baucum, CFP®, CTS™, who’s making waves in the industry! 🎙️ In just over a year, Brenna has grown her firm to manage $21 million in assets while serving Oregon Public Employees. Discover her journey and how she balances professional growth with personal integrity. What does success look like for you? Let’s explore together! Listen here: https://hubs.ly/Q02WLRXd0
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5 Steps For Taking Control Over Your Compliance Tasks https://hubs.ly/Q02WPlLD0
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🔑✨Feeling overwhelmed by compliance responsibilities? You’re not alone! Join us on Nov 13 for a FREE webinar where you'll learn to streamline your compliance processes. Shelby Brown, IACCP® from XYPN will share insights tailored for RIA owners. Elevate your firm’s compliance game—register today! Register now for FREE: https://hubs.ly/Q02W4z-P0
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With the election right around the corner, XYPN members Craig Toberman, CFA, CPA, CFP®, Benjamin S. Lies, MBA, Eric Roberge CFP®, and Johnson Rhett, CFP®, ChFC® share their insights into historical market trends in the latest edition of Good Financial Reads. https://hubs.ly/Q02WD1wD0
Good Financial Reads: The Election's Impact on Your Portfolio
advice.xyplanningnetwork.com
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It’s the last day to save on your pass to #XYPNLIVE 2025. Early bird pricing ends tonight, Nov 1 @ 11:59 PM MT → https://hubs.ly/Q02W9W6F0. Join us in bringing the membership experience to life from September 25-27 in Austin, TX. Picture: Rebecca Conner, CPA/PFS, CFP®, RLP®
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🚨 Today’s the Day! Join Us for the XYPN Social! 🚨 Join XYPN Vice President of Service Operations, Taylor Hain and Learning and Development Manager, Sierra Fredricksen tonight at Bad Axe Throwing Nashville for an evening of axe-throwing and networking! RSVP FOR FREE: https://hubs.ly/Q02RTbZ80 #XYPN #NAPFA #Networking
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