Premium Business Coaching
XYPN’s team of expert coaches 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-one coaching relationship, you’ll receive the personalized guidance you need to build a successful financial planning firm.
Getting Started
Here's a quick glimpse of the info we'll need from you to get started:
- You can request coaching in your XYPN Portal here, and based on coach availability, you will receive an email to book your Interest Call within two business days. When you complete the form, you’ll request a primary coach based on your needs, but in consultation with that coach, you can use your coaching sessions with other coaches as needed. You’ll be notified within two business days if a coach is unavailable to take on new clients.
- During your Interest Call, you’ll discuss your goals for coaching, confirm your choice of primary coach, determine an ideal meeting cadence, and schedule your first coaching session. If you have questions about scheduling, you can contact coaching@xyplanningnetwork.com or your primary coach.
- 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. You will have the option to pay up front or via subscription model. Billing will be done directly through XYPN.
Coaches
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. Click here to learn more about Arlene's unique service offerings, courses, and easy-to-use templates!
Maddy Roche
Maddy Roche was XY Planning Network’s first employee and over her ten years with XYPN, has worked with thousands of advisors on their entrepreneurial journeys. Through these interactions, Maddy has built a library of knowledge on what success looks like and her passion has led her to be one of the most sought-after resources for XYPN’s membership. She listens intently, motivates with unparalleled energy, and lifts people up when they struggle with what entrepreneurship demands. By bringing together the understanding of what makes a financial planner successful with the empathy of knowing how much energy it takes, Maddy is the perfect coach to help advisors navigate their road to success.
As an Executive Business Coach, Maddy is fluent in the qualities that make an advisor and their firms successful, and she is abundant in her support and perspective. As a former public speaking coach and co-host of XYPN Radio, she has a rich history to draw from. Maddy uses this history to help advisors develop the confidence they need, find their authentic voice, and align their unique qualities with strategies that will drive success.
FAQs
What if I can’t decide which coach to work with?
- Select the primary coach that best fits your current challenges or goals, and indicate in your request form that you may be interested in working with additional coaches. At your onboarding meeting, we can further discuss your goals and determine the best fit for you and your firm.
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.