Thinking about breaking free and going solo, but the thought of managing compliance and operations has you stress-eating snacks like it’s your side hustle? Good news: Brian Muller, AAMS? has been there and lived to tell the tale — with a lot fewer headaches. ?? Ready to hear how he pulled it off? Grab your headphones, your beverage of choice, and check out the episode here: https://lnkd.in/gpVvFcxd Because the only thing scarier than compliance paperwork is…well, actually, no, that’s the scariest. ??
XYPN
金融服务
Bozeman，MT 10,804 位关注者
XYPN makes it possible for fee-for-service financial advisors to build the firm of their dreams with complete autonomy.
关于我们
XYPN makes it possible. 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.
- 网站
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https://www.xyplanningnetwork.com/
XYPN的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Bozeman，MT
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Fee Only Financial Planning和Business Coaching
地点
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主要
获取路线
US，MT，Bozeman，59715
XYPN员工
动态
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We're in the business of empowering financial planners and #XYPNLIVE is that experience come to life. Ready to find out what’s in store for your firm? Grab your pass today and plan for possible https://hubs.ly/Q03brTxX0
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Starting your firm is thrilling, but it’s not always easy. Wondering if you’re ready? Join Hannah Moore, CFP?, founder of Guiding Wealth, on April 1st at 10 AM PT / 1 PM EST for a FREE webinar! This session is packed with insights on assessing your readiness, refining your skills, and developing the confidence to become a firm owner. ?? Ready to get started? Register now and let’s take your future into your own hands: https://hubs.ly/Q039ScYj0 #Entrepreneurship #FinancialPlanner #BusinessOwner
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Feeling caught between managing day-to-day tasks and focusing on your firm’s future? The XYPN Retreat is your place to pause, gain insights, and plan for sustainable growth. Register today: https://hubs.ly/Q035KB_t0
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Navigating the Transition: How XYPN Sapphire Simplifies Going Solo https://hubs.ly/Q03dtHKw0
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?? Your brand isn’t what you say it is—it’s what your clients believe it is. ?? So, how do you shape that belief? It starts with clarity: Why are you doing this? What are you offering? Who needs it most? In Part 1 of our branding series with Karin Hagg?rd, we’re helping financial advisors craft a brand that stands out and resonates. Because in this industry, trust is everything. Start refining your brand today! ?? ?? https://hubs.ly/Q03b96MG0
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AI tools like ChatGPT, Perplexity, and DALL·E are revolutionizing the way financial advisors work—helping us write content, create visuals, and brainstorm ideas faster than ever. But remember, AI is a partner, not a replacement! It's here to make us more efficient, not take over: https://hubs.ly/Q03cMP6J0 #AIRevolution #FinancialAdvisors #TechInFinance
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Have valuable insights to share with fellow financial advisors? We're looking for passionate speakers to help shape the #XYPNLIVE 2025 experience! Applications to speak are open until April 1st at 11:59 PM MT. Apply here: https://hubs.ly/Q03brTxV0
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? As we head into the 2024 tax season, it's crucial to understand the latest updates that could affect your filing. From changes in charitable contribution deductions to higher small business deductions, don’t let these changes slip by. Learn what you need to know now: https://hubs.ly/Q038Wnkl0 #TaxPlanning #TaxUpdates #FinancialAdvisor #SmallBusinessOwner
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Navigating the AI Revolution: What Financial Advisors Need to Know https://hubs.ly/Q03d5B0Y0