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.

🎙️ New Episode of Behind The AdvisorSince joining the podcast in 2022, Chad Holmes has continued to evolve his firm and ...
06/03/2026

🎙️ New Episode of Behind The Advisor

Since joining the podcast in 2022, Chad Holmes has continued to evolve his firm and deepen his focus on helping families navigate wealth across generations.

In this episode, Chad shares how he built a niche around inheritance planning, family communication, and legacy conversations, creating an even greater impact for the clients he serves.

If you're looking for inspiration on how a niche can evolve over time, this conversation is worth a listen.

🎧 Listen now: https://hubs.ly/Q04jQnYf0

Director of the School of Financial Planning at Texas Tech University, Dr. Sarah Asebedo, Ph.D., CFP®, is unpacking the ...
06/01/2026

Director of the School of Financial Planning at Texas Tech University, Dr. Sarah Asebedo, Ph.D., CFP®, is unpacking the disconnect between advice and action in her 2026 keynote: Why Clients Don’t Follow Your Advice (Even When It’s Good Advice).

Discover more→ https://hubs.ly/Q04jz1g-0

Retirement isn’t one-size-fits-all anymore.Explore smarter strategies for income, timing, and flexibility with insights ...
05/29/2026

Retirement isn’t one-size-fits-all anymore.

Explore smarter strategies for income, timing, and flexibility with insights from XYPN members Zack Gutches, CFP®, CPA, André Small, CFP®, MBA, and Phil Weiss in the latest Good Financial Reads.
https://hubs.ly/Q04jlVmT0

The best time to find out how XYPN makes it possible is at on September 29 - October 1 in sunny San Diego. CE opportun...
05/28/2026

The best time to find out how XYPN makes it possible is at on September 29 - October 1 in sunny San Diego. CE opportunities and connections that count are the cherry on top. Grab your pass here before prices increase → https://hubs.ly/Q04fz6CC0

Explore the full list of newly added speakers for and grab your pass to step into the future of advice in San Diego, C...
05/26/2026

Explore the full list of newly added speakers for and grab your pass to step into the future of advice in San Diego, CA → https://hubs.ly/Q04hYhRt0

We're rolling into your area next month and sponsoring a local meet-up with XYPN member Grant Bledsoe, CFA, CFP®, MBA!Wh...
05/26/2026

We're rolling into your area next month and sponsoring a local meet-up with XYPN member Grant Bledsoe, CFA, CFP®, MBA!

When: June 2 @ 5:30 PM PT
Where: Capitol Beer & Tap Room | Sacramento, CA
RSVP today: https://hubs.ly/Q04g-Kww0

Thinking about switching planning software, CRM systems, or research tools?Before you book another demo, start with this...
05/22/2026

Thinking about switching planning software, CRM systems, or research tools?

Before you book another demo, start with this question:
Is your current tech actually supporting the business you want to build today?

In this new blog, we walk through a practical framework for evaluating advisor technology without turning the process into chaos. From hidden switching costs to data migration planning and compliance considerations, this guide is built for independent, fee-only advisors trying to make smarter operational decisions.

Read the full guide here: https://hubs.ly/Q04g5hCN0

Planning your trip to 2026? Lock in XYPN's $269/night room rate by booking before September 8. Get ready to step into ...
05/21/2026

Planning your trip to 2026? Lock in XYPN's $269/night room rate by booking before September 8. Get ready to step into the future of advice on-site → https://live.xyplanningnetwork.com/hotel

We just dropped a special preview of Balanced PM, a brand-new XYPN podcast exploring portfolio construction and investme...
05/20/2026

We just dropped a special preview of Balanced PM, a brand-new XYPN podcast exploring portfolio construction and investment management through thoughtful, in-depth conversations.

Hosted by Joe Dunn and Andrew Almeida, Balanced PM is designed for advisors who want to sharpen their thinking around investing, risk, retirement portfolios, and long-term strategy without the hype.

If you enjoy deeper investment conversations grounded in real-world advisor experience, we think you’ll love what’s ahead.

Listen now: https://hubs.ly/Q04h1-Bk0

05/20/2026

Balanced PM is officially live. 🎉

If you’ve been wanting deeper investment conversations built specifically for financial advisors, this is for you.

From evidence-based investing and behavioral finance to portfolio design and long-term strategy, Balanced PM creates space for the kinds of conversations advisors actually want to have.

Catch the preview episode on Behind The Advisor or jump right into episode one now: https://www.xyplanningnetwork.com/balanced-pm

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