Create a custom profile
…on the one-of-a-kind Find A Planner profile to connect with your firm’s ideal clients.
As a member, the network’s innovative Find A Planner portal will enable your ideal client to find you. Potential clients can search via specialty, so you’re no longer limited by search engines that only sort planners via location. This broadens your market and provides you with nationwide visibility.
Each planner’s profile also includes an integrated scheduling feature, so clients can reach out directly and immediately to book a time to chat with you or the other professionals in your firm.
An exclusive community
…to help support you and the launch of your new financial planning firm.
As a member of XY Planning Network, you get business support, a technology platform, and other great benefits like educational resources, coaching — and access to an exclusive, one-of-a-kind community that can further support and foster your success.
When you launch your firm, you don’t have to do it alone. We’ll set you up with a group of your peers who are in similar stages of the process. This provides you a cohort to work with, talk to, and solve problems with. You not only get the full support of XYPN, but also support from others experiencing the same challenges and victories.
Everything Needed for New Firms
… to run and grow efficiently.
We provide the leading business platform, which includes all a new firm needs to run efficiently while serving clients. This is just one of the ways in which XYPN makes it much more financially accessible to start your own business. It’s not only cheaper as a member, but membership also provides a way to pay monthly for many start-up costs instead of ponying up tens of thousands of dollars up front.
Run a Fee-Only Financial Planning Firm
… with less overhead.
XYPN membership offers thousands of dollars worth of value via our turnkey technology platform, compliance support, marketing resources, and more — like one-on-one coaching, exclusive educational resources, and members-only webinars. You can run a successful, profitable firm with the full suite of benefits and features the network offers at a fraction of the cost that it would take to do it alone
Get education and training
… on building innovative and profitable service models.
As a corporate member, you’ll receive education on how to market to and retain next generation clients. You can access a library of resources to better position your firm for Millennials and children of Boomers, and to understand how to reach that demographic through content and inbound marketing
Initial Business Startup Package
… and complete support for new financial planning firms, a $2,000+ value.
Dealing with XY Planning Network not only guides you through the process, we actually handle of your new firm for you — freeing up your time and energy and saving you from the stress and frustration of trying to go it alone
Comprehensive XY Planning Network Member Benefits
“Find A Planner” Profile Search To Help Consumers Find You
Create a custom profile listing on our innovative Find A Planner Profile search to generate more leads for your practice or firm. Consumers can search for a financial planner by specialty and connect with your directly online using our scheduling feature. This means nationwide visibility for you, as the search engine isn’t limited to providing results by location only. Work with your ideal clients, anywhere.
Fee Structures That Work For You
Our members are committed to offering services in a way that makes the most sense for you. Their goal is to help you understand your future, and help you realize your dreams. We incur many costs on a monthly basis, so why shouldn’t you engage your financial planner monthly for on-going assistance? All of our members offer monthly retainer services not just asset orientated fees. Our planners do not require asset minimums so why should the fees be built on asset values alone. You never have to worry about having enough wealth to hire our financial planners.
Advice for a Fee
This means just what it says. Our members get paid for providing advice. They take responsibility for that advice being in your interest not theirs. Our members do not accept commissions, payments for referral or kickbacks of any kind. All fees must originate with clients and be transparent. We believe behind the scene or hidden payments introduce conflicts of interest between clients, planners and investment professionals. All parties should be working towards the same goal: your financial well-being. The only compensation your financial planner should receive is for services directly provided to you. Our members never sell any kind of investment or insurance product for the purpose of receiving a payment.
We have best-in-class coaches providing our members with their expertise. Our coaches have a single goal in mind – help you start, run, and grow your firm. You can ask our coaches questions at any time using the member forum, and can learn via webinar training.
We have partnered with some of the top educational providers to provide our members with continuing education opportunities. Members receive access to both the Kitces Report and Insider Information for free!
Just like you, our members are specialists in working with clients under 50. You’ll enjoy exclusive access to our private, members-only discussion forum, where you can interact with successful planners. You can get answers to questions from expert coaches, and share ideas and solutions. We’re constantly adding to our topic-based social platform and providing new resources to help better manage and build practices
We believe the best way to grow is to connect with like-minded professionals. Through our member forum, you can find other professionals to form a private study group. Use our video chat technology to meet regularly, share files and documents you are working on, share ideas, and more.
Members of the media are looking for advisors to speak with regarding a wide range of topics concerning Gen X and Gen Y clients. We connect reporters with our members so you can share your thoughts and opinions.
We host webinars on topics that will help you start, run, and grow your business, as well as provide financial planning education. Webinars are led by our coaches, members, and profession leading experts. Best of all, all of the content will be focused on helping you serve your clients.
Integration with Portfolio Manager
XY Planning Network members may provide complete end to end services, Fee-Only Planning to Asset Management, to ensure clients get the implementation you suggest. Why leave it to an outside advisor to provide implementation. Reduce your clients costs with Fee-only asset and investment management through your own Turn-Key Asset Management Program