Third Party Discounts

This page lists discounts provided by 3rd party vendors and is accurate to our knowledge. We encourage you to let us know if you encounter discrepancies!

Sales and Marketing Support

Sales Pro Insider

Do you want to convert your prospects to clients with confidence? Is selling the least favorite part of running your firm, but you know it’s critical for growth? Do you want to be seen as a trusted expert, not a salesperson? Are you eager to discover proven sales frameworks that make selling comfortable for you and your prospects?

If you are ready to work with more clients and create better client relationships that lead to referrals, the Genuine Sales course will equip you to be confident in your conversations. XYPN members receive a 10% discount! Just use code QBFURJ at checkout.


Tango Marketing

Tango is a "done-for-you " full-service marketing and lead generation agency designed for small RIAs. They'll build your website, manage your social media, and, most importantly, offer "prospecting as a service" - they'll reach out to 1,000 leads in your niche every month with outbound campaigns. 
Expect ~2 consultations per week. Not sure who you should target? No problem. In their consultation call, they can share the most effective strategies used by independent and solo RIAs across the country.

CE & Training Discounts

College Affordability: PayforED

  • A college affordability calculator
  • 10% off 
  • Sign up here and use code XYPN

CSLA Institute/CSLA Institute

  • Continuing education/designations for student loan analysis.
  • $100 off Certified Student Loan Professional® designation
  • Register here and use code XY100now

Life After Grief Consulting Course

  • Course for working with and helping grieving clients. 3 CFP CE credits are available.
  • 10% discount off Advisor’s Guide to Grieving Clients (retail: $699)
  • Sign up here and use code XYPN10%OFF for the discount code
  • Use Program ID 259637 for 3 hours of CFP credit for the guide.
  • Contact XYPN member Chris Dale at christopherdale@lifeaftergrieffp.com with any questions.

myStockOptions.com

  • Premium Membership for access to content, tools, courses on all types of equity compensation
  • $25 off annual membership fee (retail: $189/yr)
  • Sign up here and use code XYPN on registration/credit card page

Technology

Instream Wealth Solutions


ComConnect

  • Compliant backup, sync, and share SaaS for solopreneurs and small RIAs 
  • 16% off: $25.20/mo vs. $30/mo retail (two users included)
  • Sign up here and use code XYPNCOMPLIANTSECURE
  • Contact Jake Wagner with questions atjake@digitalmarketing4fp.com

Last Updated: 8/26/26

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