Community Forums
The XYPN Member Forums are one of the most valuable parts of your membership — your 24/7 space to ask questions, crowdsource ideas, and connect with fellow firm owners across the country. Whether you’re troubleshooting tech, exploring pricing, or just looking for peer insight, the forums are where real conversations happen. Here’s how to make sure you’re seeing the right content, staying in the loop, and making the most of your time in the forums.
Getting the Most out of the Forums
Check out the Forums Training category for helpful instructions and FAQs.
Follow the Categories That Matter to You
Want to stay updated on specific topics without feeling overwhelmed? You can follow (or mute) categories based on what’s most relevant to your firm.
To follow a category and get notifications:
- Visit a category page (e.g., Compliance, Tech Stack, Business Growth)
- Click the bell icon at the top of the topic list
- Choose Watch (to get alerts for every new post) or Track (to be notified of replies to existing topics)
- To make sure alerts hit your inbox:
- Click your profile icon → Preferences → Emails
- Make sure “Send me an email when I get a notification” is turned on
- You can adjust or mute notification preferences anytime under:
- Preferences → Notifications → Categories
Search First to Save Time
Before posting a question, try a quick search — chances are someone else has asked it before.
To search effectively:
- Click the magnifying glass icon in the upper-right corner
- Type keywords, phrases, or tool names (e.g., “Capitect billing,” “ADV update,” “compliance manual”)
- Browse the results to see if your question has already been answered
- This is a great way to save time and keep the forums clean for everyone.
Post in the Best-Fit Category
If you do need to post a new question or discussion, try to place it in the category that best matches your topic. Not sure where it fits?
- Use General Discussion as your fallback
- Our Community Team will move your thread to the right place so it’s easy for others to find later
- Clear subject lines and specific questions also help other members engage faster.
Tips for Using the Forums Effectively
- Be Specific: Clear questions = better answers. Include context or tools involved.
- Share Back: If you solve a problem, share the outcome. It helps the next person!
- Use Tags Wisely: Tags help organize content by topic—don’t skip them.
- Stay Respectful: Everyone’s at a different point in their journey. Be kind and constructive.
You're Not Alone
Whether you're launching, scaling, or rebuilding, the forums are here for you around the clock. You’ll find fellow advisors ready to share their wins, roadblocks, and real-life solutions — and when you're ready, you can pay it forward too.
FAQs
How do I get my questions answered in the Forums?
Feel free to post your questions in the category of best fit. If you have any questions about what category that is feel free to post in “uncategorized” and our staff will take care of it. We encourage you to always post questions in the forums - it helps build the brain trust! If you’re wondering something, it’s likely another member has, is, or will!
What are the rules and guidelines of the Forums?
Click here to see a complete list of the rules and guidelines of the Forums.
How do I use Discobot?
Check your messages for a message from DiscoBot! The subject is “Greetings!” Interact with them to quickly learn more about the site.
I can't access the forums via the single sign-on option from the portal. What should I do?
Contact us via email at membership@xyplanningnetwork.com
Contact
If you ever need help navigating the forums or want help tagging the right people, reach out to our Member Experience team at membership@xyplanningnetwork.com. We’re here to help you make the most of this powerful resource.
Last Updated: 8/24/26