XYPN

XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams.

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

11/03/2026

What would you do with a little more breathing room in your calendar?
More time with clients? Space to plan what’s next for your practice?

Join Aimee Arnaud and Andrew Almeida for a live Q&A about investment management at XYPN Sapphire and how our team supports advisors.

Bring your questions. We’d love to hear what’s on your mind!

🗓 November 17 | 12 PM PT / 3 PM ET
Get the details and register: https://hubs.ly/Q04D8-cY0

11/03/2026

Before a prospect books a meeting, they’re already getting to know you. 🔎

Your website, reviews, advisor profiles, and content all help them decide whether to reach out. And now, they may be asking ChatGPT to help them find an advisor, too.

How do you show up in that search?

Join XYPN + for a FREE session with Brian Thorp and Diana Cabrices on practical ways to strengthen your online presence and build trust before the first conversation.

📅 November 17 | 10 AM PT / 1 PM EST
Join us → https://hubs.ly/Q04zhZnS0

11/03/2026

XYPN LIVE is built on real, practical, share-what-actually-works content.

If you have something worth sharing, now’s the time to throw your name in the ring. The 2027 speaker application is open → https://hubs.ly/Q04D5MvG0

11/02/2026

XYPN is rolling into your area and sponsoring a local meet-up with XYPN member Jason Hamilton, CFP®, this month!

When: November 18 @ 5 PM PT
Where: 1886 Brewing Co., Orange, CA
RSVP today: https://hubs.ly/Q04C_xNM0

11/02/2026

How do you talk with clients about the opportunities in higher bond yields when they’re focused on losses in their existing holdings?

Joe Dunn and Andrew Almeida take up that question on Balanced PM as they explore the yen carry trade and the changing cost of capital.

It’s a thoughtful listen for advisors helping clients keep the bigger picture in view.

Hear the episode 🎧
https://hubs.ly/Q04BFL0J0

10/30/2026

Working toward CFP® certification? We have an opportunity to put on your radar. 💚

Applications are now open for the XYPN Diversity CFP® Exam Scholarship, and we’d love to hear from you!

Explore the details and apply by November 18 at 5 PM MST: https://hubs.ly/Q04CM8Gm0

P.S. Before you apply, check out the scholarship page for full details and application requirements.

10/29/2026

“ChatGPT told me I can retire.”

Now there’s an opening line for an advisor Halloween story. 🎃

Before anyone puts in their notice, there are assumptions to check and a much bigger conversation to have. That’s where your judgment, questions, and understanding of a client’s life matter.

We’re exploring what clients may be asking ChatGPT about money and how to bring those conversations out of the shadows.

Read the blog:
https://hubs.ly/Q04Ck5Lr0

10/28/2026

Your tech stack clicks. But does your phone system? 📱

Ethan, founder of Launch Wealth, tried two platforms before finding the right fit with CurrentClient. In two weeks, he’s giving us a look at how he uses it to communicate with clients and support his compliance needs.

Join XYPN + for a FREE session: A Day in the Life of a Modern RIA Using CurrentClient.

📅 November 10 | 10 AM PT / 1 PM EST

Come see how it fits into an advisor’s workday → https://hubs.ly/Q04zhSvb0

10/27/2026

What sessions do you want to see at 2027? Nominate your must-see speakers, or submit a session of your own—to help shape the conference lineup: https://hubs.ly/Q04Cv-w40

10/27/2026

Someone interested in your advice today might not be ready to hire you for months. How do you stay connected?

Patrick Di Cesare shares how useful resources, personal follow-up, and relevant emails can help you become the advisor they remember when they’re ready.

Read the playbook → https://hubs.ly/Q04zfb110

Address

24 E Main Street
Bozeman, MT
59715

Website

http://www.xyplanningnetwork.com/

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