Course Overview

Join XYPN Financial Planning and Process Coach, Kathleen Boyd, CFP® for this four part webinar series, designed for XYPN members who are building their service model and want to boost their value proposition. Register for one or more session here or visit the Member Calendar! If you can't catch a webinar live, visit this course to watch the recording and learn more!


Schedule and Topics

  • 9/13: Building Your Initial Financial Planning Process
  • 9/20: Communicating Value Beyond the Initial Plan
  • 9/27: Adapting the XYPN Financial Planning Workflow Series
  • 10/4: Ongoing Financial Planning Resources & Support

Course Content

Enroll today to access this content!

  • 1

    XYPN Financial Planning Process: Building Your Initial Financial Planning Process with Kathleen Boyd, CFP®

    • Welcome to XYPN Financial Planning Process: Building Your Initial Financial Planning Process with Kathleen Boyd, CFP®

  • 2

    Sept 13: Building Your Initial Financial Planning Process

    • Read | XYPN's Financial Planning Process

    • Read | Reimagining Client Meetings With A More Client-Centric Financial Planning Process

    • Watch the replay here!

    • Adapt | XYPN Financial Planning Process Timeline

    • Create | Ongoing Financial Planning Infographics

    • Review | Core Reports

    • Customize | Get Organized Email

    • Customize | Get Organized Meeting Sample Agenda

  • 3

    Sept 20: Providing Value Beyond the Initial Plan

    • Read | Refining Your Client Service Model

    • Read | Crafting An Annual Client Service Calendar To Illustrate A Financial Planner’s Value To Prospective Clients

    • Watch the Replay Here!

    • Update | Client Service & Communications Calendar Year 1

    • Brand | Completed Tasks Timeline

    • Sign Up| fpPathfinder Enrollment Form

  • 4

    Sept 27: Adapting the XYPN Financial Planning Workflow Series

    • Review | XYPN Workflow Series Infographic

    • Watch the replay here!

    • Read | RIA Workflows 101: The 5 Ws

    • Read | Creating Advisory Firm Processes And Workflows

    • Review | Workflows 101: A Visual Guide

    • Adapt | XYPN Financial Planning Workflow Series

    • Register | Financial Planning & Process Workshops, Programs, and Events

  • 5

    Oct 4: Ongoing Financial Planning Resources & Support

    • Watch the replay here!

    • Listen | Ep #40: Embracing Impostor Syndrome with Carl Richards

    • Listen | Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

    • Listen | Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Meet Your Coach

Kathleen Boyd

Kathleen Boyd, CFP® joined XYPN’s Advisor Education Team after a decade-long stint working in financial services in a variety of roles. Kathleen is an Investment News ‘40 Under 40’ recipient, and FA Magazine named her a ‘Top 10 Advisor to Watch.’ As a CERTIFIED FINANCIAL PLANNING™ professional, Kathleen shares her comprehensive financial planning knowledge and experience with XYPN members as they start, run and scale their businesses. In addition to earning the CFP® designation, Kathleen pursued doctoral studies in Financial Planning & Therapy at Kansas State University, and earned undergraduate and graduate degrees in Finance and Economics at the University of Utah. Outside of XYPN, Kathleen has written financial planning pieces for Michael Kitces’ Nerds Eye View blog, and currently works as an adjunct professor teaching CFP® coursework at Oklahoma State University.