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.

Details

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

XYPN LIVE 2018

Join us in St. Louis September 23-26, 2018!

XYPN-Live-St-Louis

Click here to visit XYPNLIVE.com

#XYPN15 Virtual Conference

DID YOU MISS US IN CHARLOTTE?
In September 2015, we had 3 terrific days of learning, networking, and community building. If you didn’t get to join us a few years ago, you can still have access to the rich content through our XYPN15 Virtual Pass.

Click here to get your Virtual Pass for $29.

 

#XYPN16 Virtual Conference

#XYPN16

Did you miss #XYPN16? 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, Clark Howard, Heather Jarvis, and Pat Flynn, as well as downloadable slides and more.

Click here to get your Virtual Pass for $99.

 

Phone-In Happy Hour with XYPN members Andrew Damcevski & Breanna Reish

MPC Call - Dec 2017You’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!

 

Register for this event to receive dial-in information via email and to submit questions in advance. Your information will be confidential and you may remain anonymous.

Our Guests

andrew damcevski                           Breanna Reish

Andrew Damcevski                                               Breanna Reish

RhineVest                                                               Wealth of Confidence, LLC

https://www.rhinevest.com/                           http://www.wealthofconfidence.com/

 

 

 

 

 

 

#XYPN17 Virtual Conference

XYPN17 collage

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.