Referral Program

Do you know someone who’s the perfect fit for XYPN membership? As advisors, no one knows the power of referrals better than you — and there’s also no one better suited than you to help us grow the movement! We’ll return the love of course — gift a free month of membership to a prospective XYPN member and receive one free month in return when the prospective member joins.

How It Works

You can gift a free month of XYPN membership to a prospective member by sharing your unique referral code. Here’s how it works:

• Locate Your Referral Code:

  Find your unique referral code in the Settings section of your XYPN Portal under Referral.

• Share Your Code:

  Provide your referral code to the prospective member.

• Apply the Code:

  IMPORTANT: The prospective member must enter your referral code on their membership application for both of you to qualify for a free month of membership.

• Enjoy Your Reward:

  Once the prospective member officially joins XYPN, both you and the new member will receive a free month of membership on the first full month.

Details You Need to Know

When Does the Free Month Activate?

• The free month applies to the first full month after the prospective member joins. For example, if the new member joins mid-month (e.g., November 15), the free month will begin on the next full month (e.g., December 1).

Bonus for Frequent Referrals:

• After referring 10 members within a calendar year, you’ll receive a $505 general credit for your 11th referral (and each referral after that). This credit can be used for anything within your membership, such as a la carte technology, coaching, E&O insurance, compliance services, etc.

Important Reminder:

• The prospective member must include your referral code on their membership application. Membership credits cannot be applied retroactively, so make sure the code is entered during sign-up. No exceptions will be made for missing referral codes.

Referral Credits Rules

• Prospective members can credit only one (1) XYPN member as their referral source. They must put the XYPN member's referral code on their membership application to receive the free month.
• Multi-advisor firms will receive a credit for the membership dues of the firm owner, not the total cost of all membership dues for all members at the firm. The standard rate of membership will be credited.
• Referral credits are not granted if the member joins a multi-advisor firm and lists a member of that firm as the referral source.
• Referral credits will not be granted to return members.
• Referral credits for members who have pre-paid for membership will be applied as a credit (not a refund) on their upcoming XYPN invoice. This credit can be used toward other XYPN charges, such as tech benefits or support solutions.
• If a non-member is listed as the referral source, our team will attempt to reach out to extend the credited month(s) offer if they join XYPN within 30 days.

Start Sharing and Happy Gifting!

Referring new members is a great way to grow the Network and enjoy extra benefits. Share your referral code today and enjoy your free months of membership! Questions? Please contact your Membership Team at membership@xyplanningnetwork.com.