The XYPN LIVE 2025 Schedule is live!

A cherished milestone of a financial planner is to walk into a room of your peers, watching all of the reconnections, and realizing that you, in fact, see familiar faces that you need to go say hi to. That moment when you say, “These are my people. I had conversations I haven’t had in a very long time,” as past attendee Brennan Vitali put it, is the feedback we hear most after XYPN LIVE wraps.. And so much of what XYPN LIVE has set out to create is that feeling of belonging. That’s true if it’s your first time, or you’ve attended every year (we see you, Pam Horack). 

The work that goes into that feeling is more than just a matter of inviting the biggest names. So much of what industry conferences promise is delivering actionable content that’s tailored to the advisor's firm and a chance to brush shoulders with industry celebrities like the Michael Kitces and the Carl Richards of the financial planning world. And yes, if you’ve already seen the speaker lineup, you’ll know that both of those could-be meetings are very much possible. But when the value of attending a conference is the ability to return to your firm refreshed, XYPN LIVE stands out. 

The lineup of speakers taking the stage in Austin, TX, from September 25-27 is something special. Yes, there are big names. Yes, there are fresh new faces. And yes, for whatever way you learn best, there’s a format for you. It’s a schedule made up of experts who are putting in the research, doing the work day-to-day in their own firms, and building the next generation of tech solutions for the problems advisors are facing. And it’s all live. 

So, in the spirit of welcoming in the new, a special thanks is due to the eight members of the advisory board. They shaped the schedule from the advisor's perspective, ushering in the content that meets real advisors in the real situations they face. And we’re as excited as they are to share the can’t-miss sessions that stood out among the rest.

Can’t Miss Sessions

Daniel Yerger:

1. Get Paid What You’re Worth: Compensation by Career Stage & Model  | with Daniel Yerger ;)
2. Leveling Up Your KPIs: Building a Culture of Data at Your Firm | Workshop with  Arlene Moss. (Workshops are that intermediary between the daily grind and days of content. While you’re still in the “work ON the firm” mindset, you’ll join other advisors to dig into the content right off the bat.)
3. XYPN’s 2025 Benchmarking Study Highlights | with Alan Moore and Michael Kitces
4. 25 Questions for Better Client Connection | with Dr. Meghaan Lurtz

Cynthia Meyer:

1. SEO in the Age of AI: How to Create Content That Ranks—and Converts  | Pre-Con with Sam McCue | I’m flying out early for this! He’s amazing. (Pre-Cons unofficially kick off the conference, with over 22 CFP® CE credits available to those who really lean into the full XYPN LIVE experience.)
2. Optimizing Organic Growth: How to Build a Scalable Strategy That Works Now | Stephanie Bogan | Every time I hear Stephanie speak I learn something
3. Inside RIA Exams: Current Priorities, Common Deficiencies, and What to Expect | XYPN Compliance Team and TX Regulators | We're registered in TX, and I also love the “show not tell” aspect of this session. Great idea!
4. Michael Kitces and Alan Moore | Any time together on stage [is a can’t miss session], but especially the Benchmarking Study Highlights.

Phil Weiss

1. The One Meeting Close: How to Streamline Your Sales Process | With Ally Jane Ayers and John Owens
2. Fine to Flourish: Making Review Meetings Fun Again! | with Dr. Meghaan Lurtz
3. AI in Action: How Financial Advisors Are Transforming Marketing, Operations, and Client Service | with Jason Hamilton, Phil Weiss, and Aditi Kapadia
4. Practical SEO Basics: Helping Your Niche Find You | with Sam McCue
5. Book Launch Party for Your Money: Reimagining Wealth Through Simple Sketches | Pre-Con with Carl Richards

Lindsay Martinez | XYPN’s Director of Advisor Education

1. Texas Tax Return Throwdown: Real-Time Red Flags & Planning Gold | With Dillon Cobb, Allen Mueller, Andrew Gray, Bradley Hilton, and Dillon Kenniston | Personal interest in tax tricks and love the title
2. XYPN’s 2025 Benchmarking Study Highlights | with Michael Kitces and Alan Moore | Always great to see the latest trends in member firms
3. The Strategic Client Review: Maximizing Joy, Impact, and Revenue in Your Established Practice | with Lindsay Martinez and Arlene Moss | Introducing a couple of new XYPN Operating System tools!
4. Building a Practice Centered Around Client Financial Resiliency | One of an advisor's biggest challenges—As a former advisor herself, Lindsay would know.

Sample Schedules

A huge driver of that XYPN LIVE feeling lies in those unplanned, unscripted conversations. The ones that happen while getting scanned into that workshop you’ve been eyeing, that are harder than ever to recreate in the wild.

If we zoom out from the hand-selected lineup, for a minute, you’ll start to see a pattern. That is, a schedule that encourages you to stretch yourself and look behind the hood at the tools, tech, and teams that inspire you. And it’s one that invites you to come back at the close of each day to connect with other advisors in the ways that matter most—whether that’s pickup basketball or a girls’ night in.

Here’s a small sample of the kind of sessions that make up the experience, depending on what hat you’re wearing at the moment:

For those wearing on their COO Hat: 

1. Health Insurance for the Self-Employed | with Matthew Allen
2. Continuity by Design: Lessons From and For Solo Firms | with Brenna Baucum and Andrew Gray
3. Mastering Wealthbox: CRM Strategies for Operational Efficiency & Client Experience | with Katherine Beltran

For those looking to reinvest in the client relationships that’ve got them to where they are today: 

1. Retirement Reimagined: Moving Beyond the Money to What Matters Most | with Scott Frank
2. Fine to Flourish: Making Review Meetings Fun Again! | with Dr. Meghaan Lurz
3. Am I a Planner or a Therapist?: Understanding Financial Socialization to Improve Implementation | with Dr. Shay Harris-Pierre
4. Building a Practice Centered Around Client Financial Resiliency: Theory of Personal Resiliency and Interventions for Financial Planners | with Josh Harris

For those thinking big about the future of their firm:

1. Leveling Up Your KPIs: Building a Culture of Data at Your Firm | with Arlene Moss
2. 5 Levers of Organic Growth for High-Performing RIAs Across the Industry | with Carolyn Dalle-Molle
3. From New-Hire To Confident Advisor: Structuring A First-Year Associate Advisor Onboarding Plan | with Sydney Squires
4. The Power of Pause: Why Making New Clients Wait Can Grow Your Firm (and Save Your Sanity) | with Sherry Irwin and Andie Clark

Each year, the vibrant community of like-minded advisors raises their hand to share their enthusiasm and expertise with attendees. That’s because XYPN LIVE is the membership experience come to life: a vibrant community of like-minded advisors, end-to-end education, and customized solutions

If you’re ready to take a break from the business and dig into the engine that’s pushing you forward, grab your pass to XYPN LIVE. Grab your team—and even your family, we’ve got complimentary on-site childcare—and get ready for three power-packed days. See you in Austin!