Find an Advisor →

Find an Advisor →

Financial Reads Login

Membership
Resources
Events
- XYPN LIVE
- Industry Events
Pricing
- Standard Membership
- Support Solutions & Tool Kits

Get in touch →

Membership
Resources
Events
- XYPN LIVE
- Industry Events
Pricing
- Standard Membership
- Support Solutions & Tool Kits

Get in touch →

Find an Advisor → Financial Reads Login

Sarah Leet & Alli Whittle

XYPN Blog / Posts by Sarah Leet & Alli Whittle

Recent Posts

Fee-only advisor

Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season

Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season

XYPN Makes it Possible

XYPN is the only turnkey advice and planning platform that makes it possible for fee-only 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.

Get in touch →

Read our Twitter feed Read our Facebook feed Read our LinkedIn feed

Compliance
Bookkeeping
Investment Management
Operations
XYPN Sapphire
Membership Standards

Blog
Podcasts
Webinars & Virtual Events
CFP Scholarship

Industry Events
XYPN LIVE
Industry Experts

Team
Careers
Partners

Copyright © 2024 XYPN