Implementing Your Business Plan

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

Launch Your Firm

Take this self-paced course to build and launch with confidence.

XYPN’s Launch Your Firm course provides you access to the expertise of our Marketing, Sales, Financial Planning, and Executive Business Coaches. In this self-paced course, they'll share everything you need to know to successfully build and launch your firm.

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.