Profile on Unique Search Engine
Allow your ideal clients to find you by specialty
Grow Your Existing Firm with XYPN
A Badass Community
Of like-minded individuals and an invaluable resource of group knowledge to tap
Ongoing Investment Management Option
To keep your firm up and running — efficiently and affordably
Starting a New Firm? We Can Help
Optional Turnkey Asset Management Setup
A $3,000 value
Exclusive Community
To walk you through the process of starting and successfully running your firm
Full Technology Platform
Get everything you need to launch and grow a new RIA
Corporate Firm? Help Consumers Find You Faster
Recruitment Tools
To create a system that attracts and retains young talent to your firm
Access to Non Traditional Methodology
Create profiles for your firm’s planners on the Find a Planner portal
World-Class Guidance
On working with an up-and-coming demographic that will secure your firm’s future
We’re always collaborating to identify more member benefits. Want to be the first to know about what’s available for XYPN members? Hop on to receive our Member Newsletter. We’ll send you new information every other week.