Premium Business Coaching
XYPN’s expert coach, Arlene Moss, is here to help you build a thriving business you love. Your coach will help you find focus and clarity, develop your vision, and achieve your goals. They’ll be your guide, accountability partner, and cheerleader to help you get your firm from where you are to where you want to be. Through a one-on-one coaching relationship, you’ll receive the personalized guidance you need to build a successful financial planning firm.
Getting Started
- You can request coaching in your XYPN Portal here. Once you submit the form, you’ll receive an email within two business days to book your Interest Call with Coach Arlene Moss, based on her availability. If Arlene is unavailable to take on new clients, you’ll be notified within two business days.
- During your Interest Call, you’ll discuss your goals for coaching, determine an ideal meeting cadence, and schedule your first coaching session. If you have questions about scheduling, you can contact coaching@xyplanningnetwork.com.
- After your Onboarding Call, you'll be charged for your first month of coaching on the 1st of the month in which you begin your coaching sessions. You'll also receive a contract; please have that signed before your first meeting! At or before your first meeting, you will be able to set up a specific schedule for the remainder of your sessions. Billing will be done directly through XYPN via a subscription model
Coach
Arlene Moss, Practice Management
Arlene has been coaching fee-only planners since 2004 and specializes in fee-for-service planners in the independent RIA space. She helps financial advisors beat overwhelm and tackle their frustrations, so their businesses soar. With a focus on practice management, Arlene works to ensure financial planners can help their clients prosper while creating a sustainable business model. To access Business Strategy & Practice Management resources, please click here.
FAQs
How do I know what meeting cadence is best for me?
- Do you need more accountability to complete tasks? Then a bi-weekly meeting cadence may be best.
- Are you pretty self-directed but could benefit from some guidance and perspective from time to time to stay on track? Monthly may work great.
- Do you have a large project to focus on over a few months? Then a condensed timeline of weekly or twice-weekly meetings may be best, followed by a few status-check sessions to review implementation.
- Do you have a specific question about one problem or issue for which you're seeking advice? Coaching probably isn’t the best fit! A short-term engagement, like consulting, is perhaps the right choice for you.