XYPN Leadership Intensive
May 12-14, 2026
As your firm grows, you may find yourself in a role you never trained for—managing people. Most advisors step into people leadership the same way they’ve built their firms: in motion, without a manual, and with no one showing them how it’s supposed to work.
At XYPN, we believe firms grow stronger when they prioritize people. Founders who invest in clear leadership, fair compensation, and an intentional culture create momentum that drives a firm forward.
The XYPN Leadership Intensive is a two-day, in-person experience designed for advisors navigating people leadership for the first time. Together alongside experienced advisors facing the same challenges, you’ll map a practical path to building a strong team that can grow with you.
You'll leave with the training and tools to:
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A clear understanding of your leadership style and its impact on a team
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A strong cultural foundation built on values, clarity, and accountability
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Actionable strategies for hiring, compensating, and retaining a team
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Clear next steps for building a firm where people do their best work
Build a people-first firm at the XYPN Leadership Intensive
Leadership Insight
Learn how your communication style impacts your firm’s success. You’ll identify your natural leadership tendencies and practice style stretching, so you can support your team in doing their best work.
Team Culture & Values
Move culture out of your head and into your firm by defining the principles that shape your culture and turn them into clear standards. Your clients will feel the difference.
Designing a Team
Build your team around strengths, not just your next hire. In this workshop, you’ll assess what your firm truly needs next and learn how to shape a hiring plan around your existing team.
Compensation & Benefits
Create compensation and benefits that support your culture and reinforce your values. Learn from XYPN’s holistic approach to building benefit packages that retain the right people for the right reasons.
XYPN Experience
Hosted at XYPN Headquarters, you’ll have the full support of our Dream Team of experts, execs, and success specialists.
Connection
Beyond expert-led sessions, you’ll gain meaningful connections and insights from advisors like you. This is your opportunity to learn from—and with—some of the best in the industry.
Bozeman, MT | XYPN Headquarters
Retreat Agenda
Making the leadership shift for the next stage of your firm
Building a people-first firm doesn’t happen by accident. At XYPN, people & culture are core to how we operate, and for more than 12 years, we’ve intentionally built teams that support growth, ownership, and longevity.
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Welcome Happy Hour
6-8:00 PM MT | Element Hotel
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Breakfast
6:30-8:30 AM MT | Element Hotel
Kick-Off
9-9:30 AM MT | XYPN HQ
DiSC for Leaders: Communicating with Clarity and Impact Assessment
9:30-12:00 PM MT | XYPN HQ
Building a high-performing team starts with understanding the unique communication styles that drive your firm’s daily interactions. This workshop uses the DiSC framework to move beyond surface-level collaboration, starting with a pre-session assessment to identify your own behavioral baseline. You will explore the background of each style, learn how diverse perspectives strengthen team dynamics, and develop a practical strategy for "style stretching" to work more effectively with your team as you transition to a leadership role.
Lunch
12-1:00 PM MT | XYPN HQ
Creating Your Team Culture: Aligning Your Performance Principles
1-3:30 PM MT | XYPN HQ
This workshop transforms your firm’s "why" into a functional management tool, establishing the core values and purpose that serve as the groundwork for every decision, from hiring your first team member to interacting with clients. This workshop is designed to help you uncover the unique principles that define your firm’s culture. You’ll learn how to distill your core values into the expectations, meetings, and behaviors your team models so your clients will experience a seamless experience.
Happy Hour with Team XYPN
4-5:00 PM MT | XYPN HQ
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Breakfast
6:30-8:30 AM MT | Element Hotel
From Planner to CEO: Developing Leaders and Teams Workshop
9:30-11:30 PM MT | XYPN HQ
The transition to leadership begins before your first hire comes on board. Designed to help you assess your firm’s current roles and responsibilities, this workshop will introduce you to a clear framework that helps you determine who to add to your team next and when that addition is truly urgent. Together, you’ll learn how to develop a team management plan that supports ongoing professional growth. You’ll walk away with a job description that maps all the right responsibilities to the right title, attracting the best person.
Lunch
11:30-12:30 PM MT | XYPN HQ
Building Out the Compensation and Benefits Strategy
12:30-2:30 PM MT | XYPN HQ
In this workshop, you’ll dig into current industry benchmarks and practical frameworks for setting teammate benefits and compensation, including realistic cost ranges and budgeting strategies tailored to advisory firms. You’ll leave with clear guidelines on what firms like yours are investing in their teams and actionable ideas you can put into practice immediately. Collaborative peer discussions will help you translate your firm’s culture and values into sustainable benefits, attracting and retaining top talent.
Roundtables
2:25-3:45 PM MT | XYPN HQ
In the final session, you'll recap the progress and insights you've gathered with one another. You’ll engage in a collaborative environment to apply the lessons you’ve already learned while solving the unique challenges that come with expanding a team.
Wrap Up
3:45-4:15 PM MT | XYPN HQ
Dinner with XYPN
5-7:00 PM MT | Downtown Bozeman
Build Up with Intention
People-First Experience
Get the Fundamentals Right
Successful firms commit to a clear vision and strong culture from day one. Learn how to build an environment where your team feels supported, engaged, and motivated to grow.
Embrace the CEO Shift
Dive deep into the leadership skills you need to think, decide, and lead like a CEO. Walk away with the discipline and confidence to lead the direction your firm grows.
Create Team Alignment
Understand what drives your team’s behaviors and motivations, and learn how to adapt your leadership style to meet people where they are and help them perform at their best.
Meet us in Montana
You deserve to accelerate your leadership and have fun doing it. Fly into the Bozeman Yellowstone International Airport (BZN) and settle in for two days of transformation.
Located in a prime location in downtown Bozeman, XYPN's headquarters is minutes away from popular trails, restaurants, and incredible views. Stay for the weekend to:
Soak it all in at the Bozeman Hot Springs
Visit Yellowstone National Park
Bring your gear and enjoy fly fishing
Experience a Montana Grizzly Encounter
Put on your dancing shoes for a country dance night
See yourself here →
Ready to plan your visit?
We’ve partnered with Element Bozeman for the XYPN Leadership Intensive. Located just a three-minute walk from XYPNs' headquarters and a 20-minute free shuttle ride from the airport.
Book a room in the XYPN block by March 12 to lock in our discounted rate of $191/night.
Frequently Asked Questions
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- I know I want to have a team and want to be prepared with the right systems and expectations before building it.
- I already have a team and want to strengthen the systems that support retention and long-term growth.
- I want to go deeper on leadership style and communication, team dynamics and accountability, and culture as an operating system, not a concept.
- I want hands-on time to design my team intentionally, clarify roles and responsibilities, build career paths that retain great people, align compensation and benefits with culture, and write a clear job description that reflects my firm’s culture, includes the right responsibilities, and is scoped at the right level and title so I can attract the right person.
- I want a small, immersive experience focused specifically on people leadership.
- I value peer discussion with other advisors navigating similar team challenges.
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- I’m still figuring out if I want a team.
- I’m looking for a high-level overview rather than a hands-on, facilitated experience.
- I’m looking for individualized coaching rather than a peer-based learning environment.
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XYPN’s business coach and the executive team will facilitate the Retreat.
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We recommend flying into the Bozeman Yellowstone International Airport (BZN)—just 20 minutes from downtown Bozeman and XYPN’s Headquarters.
We're partnering with Element Bozeman, conveniently located within walking distance of XYPN’s Headquarters, to provide you with the lowest rates for your stay when booked before March 12, 2025. The hotel offers:
Shuttle Service: A free shuttle is available from the BZN airport. Book by calling 406-582-4972 (option 2).
Complimentary Breakfast: Start your day with a hot breakfast before heading to XYPN’s Headquarters.
Check-in: 3:00 PM | Check-out: 12:00 PM
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Come as you are! XYPN events are casual. We're t-shirts and jeans people.
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The XYPN Leadership Intensive is a member benefit and, therefore, for members only. If you're looking to attend an XYPN event, check out XYPN LIVE and XYPN Meet-Ups, both available for current fee-for-service advisors and those considering becoming a fee-for-service advisor.
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