XYPN Financial Planning Process Webinar Series

Four-session webinar series designed to help you create your service model.

This webinar series is designed for XYPN members who are building their service model and want to boost their value proposition. This is also a great opportunity for new financial planners to learn how to structure and present their offerings. Join Financial Planning and Process Coach Emily Purdon as she shows you how to create an engaging and scalable service model.

Open Coaching

Expert coaching on advanced topics every Wednesday from 2-3 PM MT.

Open Coaching offers the opportunity to learn about advanced topics in an interactive environment with your peers and an expert coach. Every Wednesday, one of XYPN’s expert coaches hosts Open Coaching on a specific topic. All members are invited to join these sessions, and four members will receive direct coaching during the hour.

Firm Launch Coaching Series

Group coaching calls to help you launch your firm

XYPN’s Firm Launch Coaching Series provides you access to group coaching calls led by our team of Marketing, Sales, Financial Planning, and Executive Business Coaches. Each month we present a new call series designed for firms who have recently launched to help you with sales, marketing, financial planning, and running your business.

XYPN BUILD Events

Quarterly events designed for RIAs in the building phase of their firms' journey.

These two-day events include sales and marketing sessions led by XYPN’s Sales Coach and Marketing Coach and financial planning and process sessions led by XYPN’s Financial Planning & Process Coach and Executive Business Coach.