What is
XYPN?
XY Planning Network Canada is the leading organization of fee-only financial planners who specialize in working with Gen X and Gen Y/ Millennial clients. We offer comprehensive resources to help financial planners operate better and more successful businesses.
We support and encourage financial planners who want to start their own firm to serve their ideal clients and niche — as well as planners who have already started their own financial planning firms. The benefits and services that our members have access to include assistance in launching a firm and ongoing support to keep it running smoothly and successfully.
The network aims to provide turnkey solutions for planners before they launch businesses, for firms in their first year, and for businesses that have existed for multiple years. Our support system includes taking care of technology, compliance, education, and marketing needs. Other benefits to our members include discounts on products to help them run their firms and increased access to media contacts.
How XYPN Serves Financial Planners Like You
Here’s some of what we offer to help you get ahead of the industry curve and succeed in business:
- Be found by more potential clients via a custom profile on XYPN’s consumer-facing Find A Planner Portal
- Leverage the cost of social media marketing and search engines
- Full technology platform to provide the necessary apps to operate a successful planning practice
- Marketing education/support through exclusive resources, help from experienced coaches
- Continuing education to support your professional requirements
- Information to help start, operate, and build a business through available webinars
- Peer to peer networking and common interest groups to encourage network-wide resource sharing
- Discounts on many services – for example content creation/management
- Leveraged access to media contacts for increased exposure for all members and their practices
- Extend Fee-Only Planning to Asset Management to ensure clients get the implementation you suggest
- Fee-only asset and investment management through your own Turn-Key Asset Management Program