Welcome to XYPN Academy! Our goal with Academy is to offer educational resources (courses, tools, and training) to help you run a successful financial services business.
Our 100-page Benchmarking Survey Executive Summary provides client data, information regarding advisor revenue, key g...
DID YOU MISS US IN Dallas?
In August 2017, we had 3 terrific days of learning, networking, and community building. I...
DID YOU MISS US IN CHARLOTTE?
In September 2015, we had 3 terrific days of learning, networking, and community...
DID YOU MISS US IN SAN DIEGO?
In September 2016, we had 3 terrific days of learning, networking, and communi...
Marketing and Lead Generation
Join us for a series of courses on how to shout your value from the rooftops (in a classy way, of course) and get those clients excited to work with you.
Welcome to XYPN Academy's Compliance School! Here you will find resources to help your firm stay compliant and education on how to be an effective CCO.
Join executive coach Arlene Moss for upbeat sessions that will help you create a sustainable business model for your firm.