XY Planning Network (XYPN)
https://www.xyplanningnetwork.com/
Advisor Network
XY Planning Network (XYPN) is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. XYPN offers comprehensive resources to help financial planners run better and more successful businesses.
Data into Capitect
Data from Capitect
Instructions
Membership Benefits
- Exclusive pricing for members
- Quarterly XYPN-only webinars
- Dedicated onboarding and support
