The Power of Connection™ with Jonathan Sprinkles at XYPN LIVE 2023
Share this
Meet Jonathan Sprinkles. Best-selling author. TV personality. Coach. Father. No matter how he is described, Jonathan is known as “the guy” on the topic of connection. There’s one thing he really gets: the difference between what sells and what serves your clients.
Jonathan's unique ability to inspire people to bring connection back to the center of their practice makes ‘professional connector’ seem like the most appropriate title. His personal mission is simple. He’s sharing the immense power of connection in building a better future. The results speak for themselves.
Trade meeting for connecting. Selling for serving. And leading for inspiring to watch how The Power of Connection™ transforms your business.
What is connection, at its core?
By definition, connection describes a relationship between two things. It’s also the feeling of understanding that happens between two people when trust is high and guard is low.
That ability to make others feel like their values are your values is a specific skill. One that Jonathan will teach you to replicate in your firm. How? By unlocking the inner connector within all of us.
All too often, advisors pursuing their own independence can forget what it feels like to be sitting on the other side of the table. It looks better to have a large client book to refer to than a small number of ride-or-die clients.
This preference might be chalked up to the ego, past experience, or the need to prove to your network that taking the leap to entrepreneurship was really the best decision. But whatever the reason, it’s lost on clients.
We know that there’s a lot to keep track of in your firm. Burnout is incredibly real. And so is the need to put food on the table. But when working IN your business clouds your client interactions, it’s time to start working ON your business. The Power of Connection™ is the recharge that firm owners need after the past three years.
The Power of Connection™
There is so much information on how to increase your revenue as an independent RIA. Or how to grow by X number of clients without breaking the bank. The clickbait-y headlines might look good on paper, but do those ‘hacks’ really work with real firms? Or—more importantly—creating real client relationships?
The truth is that those aren’t the goals to chase. Many financial advisors focus solely on revenue growth—and lose sight of their mission. But what Jonathan reminds us is that they (our clients) know. If you’re approaching every interaction with a sales mindset, your clients can usually tell.
But don’t let this reality scare you. In his keynote session, Jonathan will teach us how to flip the equation and become the “thermostat” that changes the environment instead of being controlled by it. The power of connection gets yourself, your clients, and your coworkers connected to your vision so that you can get back to helping your clients live their best lives. And who doesn’t want to create their dream firm in the process?
Jonathan will provide a proven plan to get you to reconnect with your “Why.” Because he knows that connection can transform the way we do business, from revenue growth to helping your clients live their best lives.
Join us in kicking off XYPN LIVE feeling confident that we can win—and lose—together with a team that’s committed to your goals. That’s the kind of recharge we can all get behind. We are thrilled to be welcoming Jonathan Sprinkles to the stage at XYPN LIVE. So, are you ready to harness The Power of Connection™? Whether you’re an experienced advisor, support an RIA, or are brand new to entrepreneurship, it’s time to work ON your connection. Save your seat to XYPN LIVE and get ready to be front-row for Jonathan’s keynote.
Learn more about Jonathan Sprinkles:
Jsprinkles.com | Facebook | Twitter | LinkedIn | YouTube
About Colby Goodrich
Colby Goodrich is XYPN's Content Designer. In her role, she designs the internal content that improves the member experience and works to create member-centered designs that help bring that experience to life. When she isn't busy supporting the connections that matter, she loves to go camping in the pacific northwest.
Share this
- Advisor Posts (420)
- Fee-only advisor (364)
- Advice (302)
- Blog (297)
- Independent Financial Advisor (191)
- Fee-for-service Financial Planning (133)
- Business Development (125)
- Running a Firm (107)
- Marketing (94)
- What Would Arlene Say (WWAS) (81)
- Practice Management (77)
- Training (76)
- Firm Ownership (75)
- Executive Coaching (70)
- Business (69)
- Business Coach (68)
- Building a Firm (64)
- Compliance (63)
- Financial Planning Firm (63)
- Growing Your Firm (61)
- Financial Advisors (56)
- XYPN LIVE (53)
- RIA Marketing (50)
- From XYPN Members (47)
- RIA Compliance (47)
- Starting a Firm (47)
- Technology (44)
- Fee-only Financial Planning (39)
- Advisors (38)
- Entrepreneurship (38)
- Marketing Your Firm (38)
- Prospecting (36)
- Conference (35)
- XY Tax Solutions (XYTS) (34)
- Tax Planning (32)
- Interviews and Case Studies (31)
- Investment Management (31)
- Marketing Strategy (30)
- Growing Business (29)
- Launching a firm (28)
- XY Investment Solutions (XYIS) (27)
- Tax Preparation (26)
- Business Owner (25)
- Business Strategy (25)
- Managing a Firm (24)
- Team Building (23)
- Marketing Funnel (22)
- Diversity (21)
- Annual Conference (20)
- Getting Clients (20)
- Sales (20)
- Small Business Owner (20)
- Social Media (20)
- Financial Planning Conference (19)
- Marketing Resources (18)
- Business Model (17)
- Chief Compliance Officer (COO) (17)
- Client Relationships (17)
- Content Marketing (17)
- Financial Planners (17)
- From XYIS (17)
- Hiring (16)
- Independent Financial Planner (16)
- Niche Marketing (16)
- Setting Goals (16)
- Tax Savings (16)
- Website Development (16)
- XYPN News (16)
- Business Vision (15)
- Sales Process (15)
- Business Growth (14)
- Email Marketing (14)
- Financial Advice (14)
- Networking (14)
- Media (13)
- Press Mentions (13)
- RIA (13)
- Tax (13)
- XYPN (13)
- Advertising (12)
- Goals (12)
- Assets Under Management (AUM) (11)
- First Year (11)
- Investing (11)
- Next Generation Financial Planning (11)
- Niche (11)
- RIA Owner (11)
- Sales Pipeline (11)
- Current Events (10)
- Filing Taxes (10)
- Financial Coaching (10)
- Taxes (10)
- Year-End Tax Planning (10)
- Advisor Success (9)
- Client Management (9)
- Fintech (9)
- Inbound Marketing (9)
- Communication (8)
- How to be a Financial Advisor (8)
- SEC (8)
- Study Group (8)
- Time Management (8)
- XYPN Membership (8)
- Branding (7)
- Digital Content (7)
- Financial Planning Fees (7)
- Financial Planning Process (7)
- Lessons (7)
- Mental Health (7)
- Pricing Models (7)
- RIA Registration (7)
- Virtual Advisor (7)
- Business Plan (6)
- From Our Advisors (6)
- Growth (6)
- Mentorship (6)
- Motivation (6)
- Risk and Investing (6)
- Tax Season (6)
- Abundance Mentality (5)
- Advisor Website (5)
- Automation (5)
- Behavioral Finance (5)
- Client Experience (5)
- Client Service Model (5)
- Clients (5)
- Connection (5)
- Filing Status (5)
- Financial Planning (5)
- Inclusion (5)
- Investment Planner (5)
- Marketing Plan (5)
- Michael Kitces (5)
- Outsourced Tax Services (5)
- Processes (5)
- Racism (5)
- Real Financial Planning (5)
- Retirement (5)
- S Corpration (5)
- Support System (5)
- TAMP (5)
- Tax Return (5)
- Transitioning Advisor (5)
- Wealth (5)
- Bear Market (4)
- Broker-Dealers (4)
- CFP Certification (4)
- College Planning (4)
- Continuing Education (4)
- Independent RIA (4)
- Lead nurturing (4)
- Marketing Coaching (4)
- Money Management (4)
- Online Marketing (4)
- Outsourcing (4)
- Professional Development (4)
- Scaling Firms (4)
- Search Engine Optimization (SEO) (4)
- Selling a Firm (4)
- Small Business (4)
- Succession Plans (4)
- Tax Forms (4)
- Transitioning Clients (4)
- Virtual Meetings & Events (4)
- XYPN Radio (4)
- Year-End (4)
- AdvisorTech Expo (3)
- Annual Review Process (3)
- Budgeting (3)
- Client Avatars (3)
- Community (3)
- Company Culture (3)
- ESG Investing (3)
- Emotional Decisions (3)
- Engagement (3)
- Fiduciary (3)
- Financial Life Planning (3)
- Getting Leads (3)
- Google Analytics (3)
- How to be a Successful Entrepreneur (3)
- IRA (3)
- Industry Trends (3)
- Initial Sales Call (3)
- Life planning (3)
- Lifestyle practice (3)
- Market Volatility (3)
- Membership (3)
- Monthly Retainer Model (3)
- Paid Marketing (3)
- Partnership (3)
- Pricing (3)
- RIA Audit (3)
- Recordkeeping (3)
- Risk Assessment (3)
- Scaling Up (3)
- Staying Relevant (3)
- Tax Extension (3)
- Tax Firm (3)
- Tech Stack (3)
- Unhappy Clients (3)
- Value Proposition (3)
- Wellness (3)
- Work Life Balance (3)
- Workplace Issues (3)
- Advice-Only Planning (2)
- Benchmarking Study (2)
- Certified Public Accountant (CPA) (2)
- Changemaker (2)
- Charity (2)
- Coaching (2)
- Community Property (2)
- Conflict Management (2)
- Design (2)
- Differentiation (2)
- Employee Benefits (2)
- Entrepreneurial Operating System (EOS) (2)
- Exchange-Traded Funds (ETF) (2)
- FINRA (2)
- Feminism (2)
- Finding Your Why (2)
- George Kinder (2)
- Graphic design (2)
- Growing Income (2)
- Health Care (2)
- Ideal Clients (2)
- Inflation (2)
- Investment Adviser Representative (IAR) (2)
- Key performance indicator (KPI) (2)
- Keynote (2)
- Learning (2)
- Local Meet-ups (2)
- Market Downturn (2)
- Mastermind Group (2)
- Members (2)
- Monthly Subscription Model (2)
- Negative Rates (2)
- Organization (2)
- Outsourced Asset Management (2)
- Personality Types (2)
- Portfolio Management (2)
- Productivity (2)
- Psychology (2)
- Recommended Reading (2)
- Registered Representative (2)
- Registration (2)
- Restricted Stock Units (RSU) (2)
- Scott Snider (2)
- Solo Advisor (2)
- Start Ups (2)
- State Registration (2)
- Stock Options (2)
- Target Market (2)
- Tax Refund (2)
- Team Communication (2)
- Value of Financial Planning (2)
- Video Production (2)
- Virtual Assistant (2)
- Virtual Paraplanner (2)
- Yields (2)
- Accounting (1)
- Advisory Board (1)
- Analogies (1)
- Anti-harassment (1)
- Arlene Moss (1)
- Assistant (1)
- Behavior Gap (1)
- Bonds (1)
- Books and Records (1)
- Broker Protocol (1)
- Broker Recruiting (1)
- Bull Market (1)
- Buying a Firm (1)
- Career Changers (1)
- Careers (1)
- Carl Richards (1)
- Carolyn Dalle-Molle (1)
- Cassandra Worthy (1)
- Charitable Donations (1)
- Charitable Giving (1)
- Childcare (1)
- Compassion (1)
- Consulting (1)
- Consumerism (1)
- Continuity Plan (1)
- Creatives (1)
- Credit (1)
- Cryptocurrency (1)
- Custodians (1)
- Custody Rule (1)
- Dan Sullivan (1)
- Definitions (1)
- Designations (1)
- Direct Indexing (1)
- Disasters (1)
- Dr. Sean Stephenson (1)
- Earn More (1)
- Education (1)
- Elizabeth Dunn (1)
- Enrolled Agent (EA) (1)
- Entity Election (1)
- Entrepreneur Myth (1)
- Equity (1)
- Event Planning (1)
- Events (1)
- Family (1)
- Fee-Based Financial Planning (1)
- Fidelity (1)
- FinTech Winner (1)
- Finance (1)
- Financial Freedom (1)
- Financial Goals (1)
- Financial Life Management (1)
- Financial Planning Platform (1)
- Financial Preparedness (1)
- Financial Wellness (1)
- Form 8606 (1)
- Form 8915-E (1)
- Form ADV (1)
- Gen X (1)
- Gen Y (1)
- Google Search Ads (1)
- Graduates (1)
- Grief (1)
- Guide (1)
- How I Did It series (1)
- How to Budget (1)
- Human Resources (HR) (1)
- Impact Investing (1)
- Impostor Syndrome (1)
- International financial planning (1)
- Interns (1)
- Introverts (1)
- Investor Policy Statement (IPS) (1)
- Job burnout (1)
- Job description (1)
- Job posting (1)
- LLC (1)
- Lead conversion (1)
- Lending (1)
- Liquidating your business (1)
- Loans (1)
- Merging Practices (1)
- Michael Gerber (1)
- Miguel Gomez (1)
- Millennials (1)
- Mission (1)
- Moira Somers (1)
- Moving Forward (1)
- New Planner Recruiting (1)
- NextGen (1)
- NextGen Clients (1)
- Online Courses (1)
- Orion (1)
- Part Time (1)
- Paying Yourself (1)
- Paystub (1)
- Perfectionism (1)
- Professionals (1)
- Project Management (1)
- Projecting Returns (1)
- Purpose (1)
- Quarterly Estimated Payments (1)
- ROI (1)
- Recession (1)
- Recruiting (1)
- Referrals (1)
- Regulators (1)
- Reinvention (1)
- Relationships (1)
- Remote (1)
- Required Minimum Distributions (RMD) (1)
- Retreats (1)
- Risk Management (1)
- Roth Conversations (1)
- Roth IRA (1)
- SEC Regulation S-P (1)
- Sabbatical (1)
- Saying No (1)
- Scaling (1)
- Schedule Management (1)
- Schwab (1)
- Sean Stephenson (1)
- Sequence Risk (1)
- Slow Season (1)
- Socially Responsible Investing (SRI) (1)
- Spending (1)
- Stop Saying Should (1)
- Strategy (1)
- Supervisory Procedures (1)
- Supporting Clients (1)
- Systems (1)
- Target Audience (1)
- Teamwork (1)
- Terms (1)
- Tim Maurer (1)
- To-Do List (1)
- Total Return Approach (1)
- Traditional IRA (1)
- Transitions (1)
- Virtual (1)
- Vulnerability (1)
- WRAP Programs (1)
- Women (1)
- XY Learning Center (XYLC) (1)
Subscribe by email
You May Also Like
These Related Stories

Meet the First Wave of XYPN LIVE 2023 Speakers!

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023
