Using the XYPN Member Directory for Networking and Referrals

One of the best parts of being a member of XYPN? You’re never alone in this journey. Whether you’re looking for support, collaboration, or just a friendly face in your state, the Member Directory makes it easy to find and connect with others in the Network.

This exclusive feature in your XYPN Portal lets you search and filter through fellow advisors with just a few clicks—so you can build relationships that matter to you.

What Is the Member Directory?

The XYPN Member Directory is a searchable, filterable list of every active member in the Network. It’s available only to XYPN members and designed to make it easier to collaborate, share ideas, and build lasting professional connections.

Need to find someone in your niche? Hoping to chat with other advisors who are hiring? Want to see who's nearby in your state? The directory puts the power of connection in your hands.

Filters You Can Use

This is where the directory really shines. You can use several filters to find exactly the kind of members you want to connect with:

• Name or Firm Name – Search for someone directly by name if you know who you’re looking for
• Location – Narrow by state, city, or region to find local advisors
• Niche – See who serves the same type of clients you do
• Fee Structure – Find advisors with similar business models (e.g., hourly, flat-fee, AUM)
• Business Needs – Filter by members who are hiring, looking for partners, or open to collaboration
• Stage of Firm – Connect with those just launching, scaling up, or winding down

You can mix and match filters to refine your search—and easily discover advisors who align with your goals, interests, and needs.

Where to Access the Directory

To find and use the Member Directory:

1. Log into your XYPN Member Portal
2. Click on the “Community” tab in the sidebar, then “Search the Directory”
3. Use the search bar and filters to start exploring
4. Click into a profile to learn more or reach out directly

It’s simple, intuitive, and built to help you make meaningful connections.

Why It Matters

The Member Directory is more than a list—it’s a tool to help you grow and stay connected in a community that understands your work. Use it to:

• Spark peer conversations
• Find study group or mastermind partners
• Ask for input from others with similar clients or workflows
• Explore new collaboration opportunities
• Get local insights from advisors in your region

Whether you're building, growing, or pivoting, there’s someone in the Network who’s walking a similar path.

You’re Part of Something Bigger

At XYPN, we believe the strongest businesses are built in the community—not isolation. The Member Directory is here to help you tap into the power of that community in a way that works for you.

If you ever have questions about how to use the directory or want help connecting with other members, reach out to the Member Experience Team at membership@xyplanningnetwork.com. We’re here to make sure you always feel supported and connected in the Network.

Go ahead—explore the directory and find your people.