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Open Coaching

Open Coaching

For XYPN’s 10th anniversary, we’re celebrating how XYPN has made it possible for 1,900+ advisors to chase their independence. In the spirit of getting you from wherever you are to wherever you want to be, we’re shaking up the Coaches Corner experience. This year, we’re shifting from our traditional 1:1 coaching to Open Coaching.  

Why the change? 

This new format is designed to give you more access to even more experts. You’ll participate in group coaching discussions, where your burning questions are addressed in real-time by team XYPN.

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Wednesday, October 16

Explore the open coaching sessions on the schedule to find your fit. 

On Exhibit Hall Day, you'll be able to tune into coaching sessions on marketing, operations, compliance, bookkeeping, investment, and business management.

Open Coaching is for you, so make sure to bring your questions and our coaches will bring the answers!

 

More time to get questions answered

No more limitations to the number of coaching sessions you can attend. If you see a conversation you want to join, drop in on Exhibit Hall Day.

Join the discussion

We’ve seen how impactful shared experiences and meaningful connections can be for you and your firm. Open coaching sessions give you the chance to crowdsource answers to your burning questions.

Learn from even more experts

Engage with a broader pool of XYPN experts on a broader pool of topics—from compliance concerns to marketing woes.

Meet the coaches

 

Arlene Moss

Arlene Moss

Executive Business Coach

Arlene Moss, Executive Business Coach

Arlene Moss gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. Through XYPN Academy and one-on-one coaching, members get the support they need to grow their businesses and overcome the challenges that come their way.

 

 

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Maddy Roche

Maddy Roche

Executive Business Coach

Maddy Roche, Executive Business Coach

As XYPN’s first employee and XYPN Radio host, Maddy Roche has seen, heard, and helped thousands of financial planners during every phase of their entrepreneurial journeys. For almost 10 years, XYPN members have looked to Maddy to buoy them with her unparalleled energy, expertise, and compassion. In doing so, she has become one of the most sought-after resources for members seeking motivation and mentorship to meet the demands of entrepreneurship. In her previous roles as XYPN’s VP of Getting Shi!t Done and Senior Director of Member Success, she helped build and lead the departments that deepen XYPN’s membership value. Today she brings all of that expertise directly to those seeking help to launch and grow their RIAs as an Executive Business Coach.

 

 

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Danielle Simard

Dani Simard

XYPN Books

Dani Simard, XYPN Books

As an Accounting Manager on the XYPN Books team, Dani Simard looks forward to providing members with an exceptional client experience (and exceptionally accurate books).

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Rhonda Moore

Rhonda Moore

XYPN Books

Rhonda Moore, XYPN Books

Rhonda has been working with XY Planning Network since its inception, first as a subcontractor doing bookkeeping and then as a full-time member of XYPN Books, where she is a Senior Sales & Onboarding Manager. She loves teaching new RIA owners how to manage their accounts and leverage QBO in their firms to make their lives easier. Rhonda sees a business's books as more than just a way to satisfy state requirements and file taxes; for her, they represent “...the history of your company from the day you made that decision to go into business for yourself to the day you decide to retire from your company.”

 

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Sam McCue

Sam McCue

XYPN Marketing

Sam McCue, XYPN Marketing

Sam is XYPN's Director of Sales & Marketing Operations. He specializes in all things SEO, marketing strategy, and automation. He loves putting all of these things to work for fee-only financial planners so they can grow their businesses and live purposefully. 

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Tristan Crook

Tristan Crook

XYPN Ops

Tristan Crook, XYPN Ops

 

 

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Monique Dutkowsky

Monique Dutkowsky

XYPN Ops

Monique Dutkowsky, XYPN Ops

Monique Dutkowsky is Vice President of XYPN Ops. She is an economist and former adjunct professor of economics at Montana State University.

 

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Alexa Ashi

Alexa Ashi

XYPN Compliance

Alexa Ashi, XYPN Compliance

XYPN Compliance

 

 

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Patrick Noel

Patrick Noel

XYPN Compliance

Patrick Noel, XYPN Compliance

XYPN Compliance

 

 

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Jason Vinsonhaler

Jason Vinsonhaler

XYPN Compliance

Jason Vinsonhaler, XYPN Compliance

Jason Vinsonhaler joined XY Planning Network as a Compliance Consultant in March 2024. Jason brings extensive experience to the XYPN Compliance Team having served eight years as a compliance consultant with a large fintech and consulting firm. Prior to entering the consulting space, Jason was a Senior Special Agent for the Office of the Kansas Securities Commissioner conducting examinations and criminal investigations. During this time he was also part of the NASAA Cybersecurity and Technology Project Group that creates the NASAA cybersecurity model rule for investment advisors.

 

 

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