Do Your Independence.

Leveling up financial advising in the ways that matter most—from community to technology—and all the solutions in between.

XYPN LIVE is THE can't-miss event for fee-for-service advisors because it takes a team to build a dream—and nobody brings that team together like we do. Make the connections that matter in Atlanta, and together we'll bring your vision to life.

Sep 19–21, 2023 → Atlanta, GA

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Apply to Speak →

Ready to make an impact?

Support advisors' independence by becoming an exhibitor or sponsor.
Learn More →

Finally, a conference designed with you in mind.

Because doing your independence means having the freedom to build your success your way. Every detail of XYPN LIVE is designed to support you doing just that.  We'll provide the resources you need to build your dream firm—all under one roof—in three power packed days!

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Find Your People

Discover what it feels like to be independent, but never alone. We’ve seen how impactful shared experiences and meaningful connections can be for you and your firm. So we set the stage for you to find your people at Roundtables, Mixers, and Panels. Tap into the Network and feel the power of connection!

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Learn from Our Experts

Every problem has a solution, and every solution has an expert. Luckily for you, they're in the Network. Real people offering real advice to get you from where you are to where you want to be. Visit our content session Schedule to start lining up your experts!

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Stay Ahead of the Curve

Whether you’re a firm of 1 or 100, how you scale for success is as unique as your goals. Having the right tools to fit the job means working smarter, not harder - and who couldn't use help with that? Discover the best of the best at our AdvisorTech Expo and Exhibit Hall!

Join us in Atlanta

Hosted at the Hilton Atlanta Downtown Hotel, this central location boasts access to some of the best attractions in Atlanta, Georgia. Less than 15 minutes walking to Centennial Olympic Park, Georgia Aquarium, and the Atlanta BeltLine, there's no shortage of fun to be had outside the conference experience. Learn more about the venue →
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This is not your average conference.

That’s because we’re not serving your average advisor. Whether your processes need refinement or your firm needs to be taken down to the studs, this is your opportunity to work ON your business. 

This year’s XYPN LIVE conference is filled wall-to-wall with experts, advisors, and attendees there to support your journey at every stage. We’re providing the venue for fee-for-service advisors to learn from the successes, failures, and struggles that come with independence.
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You're serving the next generation of clients. Make sure your tech keeps up.

We’ve done the research—so you don’t have to—and hand-picked exhibitors that are the best fit for your firm. Why? So you can spend less time on the backend, and get back to doing what you love—connecting with your clients. We’ll make the introductions. 

Exhibitors & Sponsors

To ensure value for both attendees and exhibitors, we're selective of the type of companies we accept for Exhibit Day, choosing a limited number of only the most relevant to XYPN advisors. Exhibit Day will be held Wednesday, September 20, 2023. Apply to exhibit or sponsor! 

Learn More →
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Save me a seat!

Let's help you do your independence.

A discounted pass isn't the only benefit of membership. Learn more about XYPN membership.

Member & Student

$349

  • LIVE2023_arrow
    Don't miss out on early bird pricing! Prices go up on May 1, 2023
Grab My Pass→

Non-Member

$549

  • LIVE2023_arrow
    Don't miss out on early bird pricing! Prices go up on May 1, 2023
Grab My Pass→

Can't make it to Atlanta? Access all the content from the comfort of your couch with the Virtual Pass →

You could just take our word for it

Or you could take theirs

  • Ryan Cole

    "I left XYPN LIVE with about twenty new ideas that will help me be a better financial planner and run our firm better. That alone is worth the trip."

  • BrandyBranstetter

    "This community is such a different breed of person. Everyone genuinely cares and wants to help. It's such a different experience than any other industry event I've ever attended."

  • MichaelKelly

    "It is so awesome to know that everyone who was there has the same overarching view of wanting to do better for their clients and for the industry."

  • LelandGross

    "Incredible! The most valuable few days of my year from a business perspective."

  • Katrina Kate Welker 2

    "I had such a great experience attending XYPN LIVE for the first time. The culture is so welcoming and refreshing."

  • Ben Schmid

    "XYPN LIVE is a trifecta of learning, finding new and relevant vendor/tech solutions, and networking with other planners from every corner of the country."

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There's a lot to keep track of as a firm owner.

Take a break from working IN your business to work ON your business.
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XYPN Makes It Possible

XYPN is the leading network for fee-for-service financial advisors who want to serve next generation clients by providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a community for new and established financial advisors who want to serve the next generation. XYPN supports its members by providing compliance support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >

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