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Jul 11, 2019 10:17 am

Hello, has anyone had experience as a member of the XY Planning Network? I’m seriously considering joining to start my RIA. I have 30 years of experience in the business (management and, prior, production) and while millennials are a key target for their network, the tech stack and benefits look pretty solid to me.


So, here’s what I’m looking at:


How hard is it to get the paperwork and other admin processes in place?

How much time is spent on compliance vs selling?

What’s are the most unexpected spends?

If or when you reach $20MM in AUM, are you likely to remain in the network or look for different solutions?

What’s the thing you wish you’d done when you joined the network but did not?


Thoughts?