XYPN LIVE Xcelerate

Introducing XYPN LIVE Xcelerate!

XY Planning Network will host the first-ever experienced member retreat, Xcelerate, in March of 2018. The inaugural event, for XYPN members only, will focus on hiring. Up to 25 advisors will gather in the Big Sky State of Montana for a 2-day event to learn the ins and the outs of staffing up.

The agenda will cover:

  • Recruiting the Right Talent
  • Interview Best Practices
  • Vetting the Right Candidates
  • Onboarding & Training New Hires
  • Incorporating Staff Members into Solo Practices
  • Much More!

This will be an invaluable opportunity for those ready to expand their teams and for those building multi-advisor firms. It will also be a chance to network with other successful advisors. Last but not least, it’s also prime time to hit Bozeman’s world-class ski slopes!

To ensure a focus on established firms, participants must be on track for $125,000 of recurring revenue projected over the next 12 months or serve at least 50 client households.


When: March 29-30, 2018

Where: Bozeman, MT

Who:  XYPN Members only who meet one of the following criteria:

  • $125k gross revenue
  • 50 client households or more

Cost: $799, includes all meals and transportation from the hotel to the meeting venue; does not include hotel or airfare

Register Here

#XYPN17 Virtual Conference

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Did you miss #XYPN17?

Don’t sweat it. We have over 20 hours of education available for you, at your own pace. You’ll see video keynote speeches from Alan Moore, Michael Kitces, Andre Novaes, Farnoosh Torabi, Mitch Anthony, as well as downloadable slides and more.

See you in the virtual Dallas, Texas!

Click here to get your Virtual Pass for $119, or a 5 CE credits Virtual Pass for $99.