XYPN is committed to providing advisors with the resources they need to launch, build, and grow sustainable fee-only businesses. We do this through a step-by-step process that takes you from filing your initial RIA registration to onboarding your first client to building your ideal financial planning firm. 

Throughout launch process, you’ll have access to a team of experts who will guide you through your first year as a firm owner and partner with you to build the business you envision. Prior to registration, you'll work closely with the Compliance team, including the Initial Registration and Laying the Foundation calls.

Once you’ve filed your firm’s initial registration, it’s time to start planning the launch of your firm. Our team will guide you through a month-long Pre-Launch program leading you up to the day your registration is approved.

When your firm registration is complete, it’s time to enroll in this course, and begin to build and grow your business. After completing XYPN’s Launch Your Firm course, you’ll be well on your way to running a profitable and sustainable Financial Planning practice.

Course Topics

The Essentials to Grow Your Business

  • 1

    Developing Your Vision & Mission Statements

    • Developing Your Vision and Mission Statements

    • Mission and Vision Statements

  • 2

    Thoroughly Defining Your Initial Target Audience

    • Thoroughly Defining Your Initial Target Audience

    • Ideal Client Avatar: Prompts to Help You Go Beyond Demographics

    • Ideal Client Avatar: Template to Continue the Brainstorm and Outline

    • Identifying Client Needs and Motivations

    • Identifying Potential Obstacles

    • Creating Selling Points for Your Target Market

  • 3

    6 Key Tenets to Confident Selling

    • 6 Key Tenets to Confident Selling

    • Sharing Your Value Worksheet

    • 6 Key Tenets to Confident Selling Worksheet

    • Standing Out in a Crowded Market Worksheet

    • Lead Development Checklist Worksheet

  • 4

    Setting Up Your Books for Proper Financial Records

    • Setting Up Your Books for Proper Financial Records

    • Chart of Accounts

  • 5

    Addressing Competitive Advantages and Barriers to Entry

    • Addressing Competitive Advantages and Barriers to Entry

  • 6

    Creating Your Launch Marketing Plan

    • Creating Your Launch Marketing Plan

  • 7

    Time Management & Calendaring for the Busy Business Owner

    • Time Management & Calendaring

    • Scheduling Your Business

  • 8

    Service Structure

    • Organizing Your Service Offerings

    • Service Calendar Creator

    • Annual Service Communications Calendar Year 1

    • Annual Client Service Communications Calendar Year 2

  • 9

    Sales Success: Converting Prospects to Clients

    • Converting Prospects to Clients

    • Discovery Meeting Agenda & Talking Point Guide

    • Discovery Meeting Questions

    • Introductory Prospect Fit Agenda & Talking Point Guide

  • 10

    Creating an Effective Financial Planning Process

    • Creating an Effective Financial Planning Process

    • Why Adopt XYPN's Financial Planning Process?

    • Financial Planning Process

  • 11

    Creating an Effective Compliance Program for Your Firm

    • Creating an Effective Compliance Program for Your Firm

  • 12

    Create Your 4 Step Sales Plan

    • Create Your 4 Step Sales Plan

    • Establishing Your Firm's Growth Goals

    • COI Checklist and Planning Sheet

    • Sales Plan Template

    • Sample Sales Plan

    • Client Acquisition Calculator

  • 13

    Understanding Workflows in Wealthbox: A Guide to Getting Started

    • Understanding Workflows in Wealthbox

    • Workflows 101

    • Basic Sequential Workflow Creator

    • Understanding Workflows in Wealthbox

  • 14

    Refining Your Initial Website Idea

    • Refine Your Initial Website Idea

  • 15

    Outsourcing & Hiring Decisions in the Launch Phase

    • Outsourcing and Hiring Decisions in the Launch Phase

    • Hiring Resources and Templates

  • 16

    How to Drive Website Traffic

    • How to Drive Website Traffic

    • TOFU Options for Financial Advisors

  • 17

    Continuity and Contingency Planning: Years 1-3

    • Contingency and Continuity Planning

    • Continuity Planning Steps

    • Sample Continuity and Succession Agreement Considerations

    • Templates and Plan Downloads