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.
You’re invited to join us for our first-ever phone-in happy hour. This is your chance to connect with current XYPN members and bounce your questions off them in a casual, laid-back format. Grab your favorite beverage – whether it’s red wine or hot cocoa – and let’s hang. This call is ideal for anyone considering joining our community of like-minded advisors. Cheers!
