What's In It For Me? How XYPN Helps Advisors Succeed
Most advisors considering XYPN membership have one main question: What's in it for me? From personalized business coaching to countless marketing resources to a tech stack that seems too good to be true, there are many perks of being an XYPN member, all with one thing in common: XYPN's membership benefits and discounts are specifically designed to help financial advisors of all stages succeed. XYPN members Nancy Nawn and Ben Schmid discuss how XYPN has helped them as financial advisors and explore how and why their membership has more than paid for itself.
Listen as Nancy and Ben share their experiences:
- Discovering XYPN and what benefits surprised them most
- Utilizing XYPN's Find an Advisor portal and lead generation opportunities
- Their favorite tools from the XYPN tech stack
- Engaging with the Community through study groups, Slack channels and sleepovers
- What they love (and would change) about #XYPNLIVE
- The Member Experience Program and working with the XYPN team
Mentioned in this recording:
- XYPN’s Compliance Services
- XYPN Member Benefits Directory
- Explore XYPN's Member Benefits
- XYPN's Tech Stack
- 5 Places to Look for and Find Your First Clients
- 25 Tech Tools Under $25 Per Month
- Kitces Reports
- TD Ameritrade
- Qualifying the ROI of the XYPN Community
- The Importance of Study Groups for Financial Advisors: What Would Arlene Say?
- Study Groups: Because You Can't Go It Alone... And You Shouldn't Have To!
- XYPN Radio VIP Community
- How XYPN Helps Advisors Succeed
- The Top 10 Misconceptions About XYPN