Join us in Austin September 25-27, 2025!
The most important part of membership is the community—that’s what we’re all about—so let’s get you plugged into our network at XYPN LIVE, where the XYPN experience comes to life. From raising fees to hiring employees, your network gives you the confidence to know your worth.
Let’s take your network one step further by building a community behind you.
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First time attending XYPN LIVE? Or maybe your first time in a while? Don’t go in alone.
Join us for an XYPN LIVE Link-Up and get the inside scoop on how to make the most of the conference line-up, find familiar faces in any room, and avoid any dreaded awkward silences.
Aug 29 @ 1 PM PT / 4 PM ET
Want to spend time connecting 1:1 with someone who gets it? Tell us a little bit about you and your firm and we'll connect you with another member who's a few steps ahead of you.
You'll have a built in buddy at XYPN LIVE and the two of you can take some time in person to connect on your challenges and find paths forward.
XYPN LIVE is notorious for bringing new groups together and mastermind groups (XYPN's take on accountability groups) are one of the most productive ways to keep up your momentum.
Missing your business-as-usual mastermind meetings? Grab your study group, local meet-up friends, or new conference buddies, and find the connection you crave in Atlanta.
Don't have a mastermind group? Get outside of your usual circle, turn talk into action, and make progress towards your goals in a mastermind group for members, launching quarterly.
Connecting with your community is one of the biggest benefits of XYPN membership, and our Member Meet Ups provide a venue to connect and reconnect with the Network outside of XYPN LIVE. The best part: the first round of drinks or apps is on us.
Looking for opportunities to network with advisors like you? Roundtables and networking huddles are a must-attend to form connections through casual conversations. Whether you're looking for advisors who share your values, have similar identities, or are at a similar place in their entrepreneurial journey, there's a seat at the table for you.
Want to make the most out of your time at XYPN LIVE? Grab some sustenance and join in the lively breakfast and lunch conversations that bring your Mastermind group, conference connects, and peers going through the same challenges of entrepreneurship together.
Not quite ready to call it a day? Join us in the evenings and unwind while indulging in good eats, drinks, and even better company. And if anyone asks, this is your formal invitation to step away from the daily grind (so you can come back to your firm refreshed).
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 >