Free Virtual Event

XYPN Membership Pro-Tips

XYPN offers an ever-growing multitude of benefits to our members, like compliance and marketing support, plenty of tech perks, and a robust community forum (not to mention hundreds of dollars worth of discounts!). In this free webinar, XYPN members Alyssa Lum and Kyle Moore share their pro-tips for taking full advantage of XYPN membership, and how to most effectively leverage the many benefits we offer to support the success of your firm. Join us to steal their secrets and learn more about what membership with XYPN has to offer. This call is ideal for anyone thinking of joining the XYPN community.

Listen as Kyle and Alyssa answer questions like:

• I'm a student, looking to start my own firm within a couple of years. How do I know when I've gained enough knowledge to start and waiting to long to start?

• What was the timeframe between quitting your job and joining XYPN to launch your firm? Did you join before quitting?

• Could you discuss how you budgeted for your own health care and dental expenses?

• What has been your greatest benefit from joining XYPN so far?

• How effective is the XYPN Advisor portal in connecting with potential clients? Do you know an approximate % of your clients that are sourced there?

• What can do before I join XYPN and start my own firm to prepare myself as best as I can?

Mentioned in this recording:

• XYPN Radio Episode #163 featuring Kyle Moore
• Executive Coaching with XYPN
• Download our Member Benefits Directory
• XYPN’s Find An Advisor Portal
• XYPN Advisor Blog
• XYPN Consumer Blog
• Leveraging Your NAPFA Membership to Get Clients
• 5 Questions to Ask Before Integrating Investment Management Into Your Firm
• How to Work From Home and Not Go Crazy
• Getting Involved in the Financial Planning Community
• Don’t Try to Go It Alone - Learn from Those Ahead of You on the Path to Success
• Study Groups: Because You Can't Go It Alone... And You Shouldn't Have To!
• 6 Strategies for Career Changers
• Are You Making These Top-of-Funnel Marketing Mistakes?
• XYPN featured in The New York Times
• Kitces Roundup: Best Posts for Financial Advisors Looking to Start a Firm
• XYPN LIVE 2018, our annual “unconference”
• Nancy Bleeke sales training, as referenced by Kyle
• Registration link to next month’s free webinar, Compliance for New Firm Owners, with XYPN members Heather Townsend and Bill Nelson/compliance-for-new-firm-owners
• Schedule a call with the XYPN Sales Team