XYPN

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.

How are your clients reacting to today’s market shifts? In the latest Balanced PM episode, Joe Dunn and Andrew Almeida d...
06/17/2026

How are your clients reacting to today’s market shifts?

In the latest Balanced PM episode, Joe Dunn and Andrew Almeida discuss strategies for guiding clients through uncertainty, helping them avoid emotional decisions, and keeping long-term goals in focus.

Listen now: https://hubs.ly/Q04lBpFF0

How do you support your clients in volatile times? Share your insights below!

You work hard to create a great experience for your clients.But when was the last time you stepped back and evaluated th...
06/16/2026

You work hard to create a great experience for your clients.

But when was the last time you stepped back and evaluated the entire journey from a prospect's perspective?

Our free guide walks through each stage of the advisor-client acquisition funnel and highlights opportunities to strengthen trust, improve conversions, enhance onboarding, and encourage long-term client loyalty.

It's a practical resource designed to help you get more from the growth efforts you're already making.

Explore the guide today: https://hubs.ly/Q04ld8Bj0

We're rolling into your area next month and sponsoring a local meet-up with Christopher Stroup, MBA, EA, CFP®.When: July...
06/16/2026

We're rolling into your area next month and sponsoring a local meet-up with Christopher Stroup, MBA, EA, CFP®.

When: July 16 @ 6 PM PT
Where: Bodega Wine Bar | Santa Monica, CA
RSVP today: https://hubs.ly/Q04lr3kY0

That’s a wrap on another incredible XYPN Retreat.For two days, firm owners stepped away from the day-to-day to reconnect...
06/15/2026

That’s a wrap on another incredible XYPN Retreat.

For two days, firm owners stepped away from the day-to-day to reconnect with their vision and embrace a culture of data at XYPN's HQ in Bozeman, MT.

We're grateful for every advisor who showed up, shared openly, and reminded us why this Network is so special. Until next time 💙 → https://hubs.ly/Q04lqh180

We are proud to announce our lineup of 45+ hand-picked sessions for 2026, each meticulously selected to strengthen you...
06/15/2026

We are proud to announce our lineup of 45+ hand-picked sessions for 2026, each meticulously selected to strengthen your firm’s future. Learn more 👇
https://hubs.ly/Q04kkL_G0

What does firm ownership look like?For some advisors, it's building every system themselves. For others, it's creating a...
06/12/2026

What does firm ownership look like?

For some advisors, it's building every system themselves. For others, it's creating a business that gives them more time to focus on clients, relationships, and the work they love most.

The reality is that there's no single blueprint for independence.

This blog explores how advisors can think intentionally about growth, support, and building a firm that aligns with the life they want to create.

Read it here: https://hubs.ly/Q04lcVx00

No two families are exactly alike, but every parent wants to create opportunities for their children. Learn how to plan ...
06/12/2026

No two families are exactly alike, but every parent wants to create opportunities for their children. Learn how to plan for your family's financial future with guidance from XYPN Members.
https://hubs.ly/Q04lczL00

Most advisors don’t start their firm thinking about operations. They start because they want to do meaningful work with ...
06/11/2026

Most advisors don’t start their firm thinking about operations. They start because they want to do meaningful work with clients.

If that sounds like you and you’re ready to navigate growth with more clarity and less guesswork, join Jordan Johnson, Maren Madsen, Monica Fair, Kiersten Whitsell, and Dalia Rawandoozi in their 2026 session, where they’ll share how they've reimagined the RIA engine.

Explore the full schedule: https://hubs.ly/Q04kkJcF0

We're rolling into New York next month and sponsoring a local meet-up with Jason Yang and XYPN member Narumi Yoshida.Whe...
06/10/2026

We're rolling into New York next month and sponsoring a local meet-up with Jason Yang and XYPN member Narumi Yoshida.

When: June 27 @ 12 PM ET
Where: Leewood Park Pickleball Courts and The Barnes & Noble Kitchen
RSVP today: https://hubs.ly/Q04kvVWb0

Join XYPN at Coors Field!XYPN is rolling into your area and sponsoring a local meet-up with XYPN member Kaleb Paddock, C...
06/10/2026

Join XYPN at Coors Field!

XYPN is rolling into your area and sponsoring a local meet-up with XYPN member Kaleb Paddock, CFP®.

When: July 22 @ 1 PM MT
Where: Coors Field | Denver, CO
RSVP today: https://hubs.ly/Q04bjQFC0

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24 E Main Street
Bozeman, MT
59715

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