2024 MISSION:
Tools for the Modern Advicer
For a large majority of advisors, the value of financial planning is ascribed to the products that they sell. But when the product of financial planning isn’t advice, it’s easy to see why investing in the advisor's value has become more of a checklist than a direct source of value.
“At its core, being a Financial Advicer means being someone who is first and foremost in the business of financial advice (not financial products)..." according to the Kitces.com “Financial Advicer Manifesto. The AdviceTech Competition’s goal is to turn a spotlight on the tech and solutions that support real Financial Advicers and make delivering real financial advice more efficient, profitable, or impactful for clients.
"XYPN advisors are strong financial planners, wholly aligned with values based conversations and thus...wholly aligned with our value proposition."
