Your Firm's Journey
Resources tailored to your journey
XYPN offers vital support specific to each phase of your firm's journey—from preparing to scaling.
Current members and future members: please tell us more about your firm by completing the survey on the right. XYPN will match you with the resources most helpful for your stage of the journey.
Alan & Kitces Discuss the Phases of a Firm's Journey
At #XYPNLIVE 2019, XYPN Co-Founders Alan Moore and Michael Kitces explained the different phases of a firm's journey and unveiled some of the new resources XY Planning Network offers for members at each stage.
Resources for Each Journey Phase
Launching, growing and running a firm is tough. XYPN is here to make firm ownership easier.
At each phase of your firm's journey—from preparing to scaling—you'll find resources and programs to support your unique needs. Here is just a preview of the benefits available for each phase. To get the full scoop on all the benefits available to XYPN members, download our Membership Guide.
If you're PREPARING...
What Members Get
- Initial registration workshop and coaching with Director of Compliance and Executive Business Coach
- Get Ready to Launch Coaching Series
If you're IMPLEMENTING...
What Members Get
- Firm Launch Coaching Series
- AdvicePay Fee Calculator
- Financial Planning and Process Coaching
If you're BUILDING..
What Members Get
- Expert-led Marketing Growth Workshop with XYPN's Marketing Coach
- Advanced Sales Training with XYPN's Sales Coach
If you're SCALING...
What Members Get
- 1:1 Marketing and Planning Coaching
- Compliance Coaching