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 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.
Pricing/Discount
- 10% discount for all services.
Accessing the Discount
Additional Information
CE & Training Discounts
College Affordability: PayforED
- A college affordability calculator
Pricing/Discount
- 10% off
Accessing the Discount
- Sign up here and use code XYPN
CSLA Institute/CSLA Institute
- Continuing education/designations for student loan analysis.
Pricing/Discount
- $100 off Certified Student Loan Professional® designation
Accessing the Discount
- 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.
Pricing/Discount
- 10% discount off Advisor’s Guide to Grieving Clients (retail: $699)
Accessing the Discount
- 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.
Additional Information
- Contact XYPN member Chris Dale at christopherdale@lifeaftergrieffp.com with any questions.
Technology
Instream Wealth Solutions
- Financial planning software
Pricing/Discount
- For firms with 10+ advisors, 10% discount on each license
Accessing the Discount
- Contact Ravini Misersky at ravini.misersky@wealthcentral.com directly.
ComConnect
- Compliant backup, sync, and share SaaS for solopreneurs and small RIAs
Pricing/Discount
- 16% off: $25.20/mo vs. $30/mo retail (two users included)
Accessing the Discount
- Sign up here and use code XYPNCOMPLIANTSECURE
Additional Information
- Contact Jake Wagner with questions atjake@digitalmarketing4fp.com
Atlas Bridge
- Atlas Bridge is a professional services firm providing business consulting and technology services to fully exploit the SAP solution set.