Kick-Start Tech Setup

Imagine having your firm's software, workflows, processes, email, and filing systems set up and streamlined with XYPN's tech stack—all in just one month!

You'll partner with an expert who understands your unique needs and has the capabilities to fast-track your practice's progress so you can focus on building your client base, serving them, and generating revenue faster.

Here are the systems included in the Tech Setup:

• AdvicePay (included with membership)
• Calendly
• Client Service Model Template
• Email Management System: Microsoft or Google
• File Management System
• fpPathfinder (included with membership)
• PreciseFP (discounted with membership)
• RightCapital (included with membership) or eMoney (discounted with membership)
• Smartria (included with membership)
• Wealthbox (included with membership)
• XY Archive (included with membership)

Ready to dive in? Here's what's needed before we kick things off:

• You've decided on a firm name
• You have a logo
• You've signed up for all of your tech through the XYPN Portal
• You've taken care of the legal business
• You've chosen a custodian, if applicable
• You're currently working with XYPN Compliance to register in your state

How we make it happen:

If this sounds like you, and you're ready to launch, this program unfolds in a few important steps. Your dedicated Advisor Success Consultant will guide you through each one. They'll manage, execute, and deliver the setup you need to hit the ground running.

Consultation Meeting #1: Get Organized (1 hour)

1. This meeting marks the exciting start of your 30-day engagement!
2. Details: We'll confirm that we have access and proper permissions to all the necessary systems. We'll be able to cover your To-Dos, provide menus for system options where appropriate, and talk about your Client Service Model ideas.
3. Member To-Do: Password Sharing: Please ensure you share administrative permissions and temporarily turn off any 2-factor authentication for easy access.

LastPass Sharing Instructions:

• At least 24 hours before the first Consultation Meeting, please place your passwords in LastPass and follow the steps to share them. LastPass is preferred, but we can work with other password generators. In that case, you will need to send an e-mail invite to your consultant to view your passwords.
  • Step 1: Accept the invite from LastPass to the shared folder your consultant created.
  • Step 2: Create cards for your passwords. Your URL link must be exact to the login address associated with each shared password, or the password will fail.
  • Step 3: Share the passwords. Move the cards into the shared folder with the setting that allows your consultant to see your passwords.

Consultation Meeting #2: Plan Delivery (1.5 hours)

1. When to schedule this meeting: Aim for this meeting to be approximately 30 days after your initial meeting.
2. Details: We'll review and deliver your Kick-Start Plan to ensure everything is complete! During this meeting, you'll also be asked to unshare your passwords. 

3. Member To-Do: After this meeting, watch the training videos showing you what features we have set up and how to use them as you run your business. 

   
   

Staying on top of your Member To-Dos ensures you'll get the full value of this Tech Setup!

Curious about pricing for your tech stack or ready to take the leap into entrepreneurship? Check the latest pricing and sign up through the XYPN Portal.