Implementing Your Business Plan

Explore training and content designed to help you launch your firm and refine your processes.

Firm Launch Live Webinar Series

Weekly calls with our expert coaching team

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.

Recorded Firm Launch Webinars

Catch up on the calls you may have missed

Did you miss one of our launcher sessions? We record them so you can rewatch sessions or check out any that you miss. Check out the recordings here!

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.