XYPN Retreat
At XYPN, we know that the path from advisor to business owner requires more than just momentum, especially as your business evolves. You need clarity, data, and a strong commitment to your vision to steer your business onto a sustainable path to success.
The XYPN Retreat is a transformative 2-day experience where you'll walk away with the hands-on tools and strategies you need to grow a thriving and sustainable firm.
You'll leave with the training and tools to:
- Confidently assess and improve your firm's health using your data
- Make data-backed decisions with new, relevant metrics designed to drive your firm’s growth
- Optimize your client base for long-term sustainability, profitability, and fulfillment
Sustainable success starts here.
Designed for the XYPN members at the capacity crossroads, our transformative retreat will set your firm on a path to lasting success. Your curated experience includes:
KPI Blueprint for Success
Designed to help you embrace a culture of data, you'll identify key metrics, measure what matters, and develop a tailored data scorecard for your firm.
Ideal Client Framework
Evaluate your clients and address misalignment so you can spend your time working with clients you enjoy—not those you feel obligated to help.
Data-Driven Strategy
Set actionable goals rooted in your firm's data and commit to a clear plan to make your vision a reality.
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.
Inspiration
XYPN events are where real growth, collaboration, and inspiration happen. Rediscover the motivation you need to achieve your vision as a firm owner.
Be the first to know when registration opens!
Build a Firm That Thrives
Data-Driven Experience
Commit to your vision
Dive deep into the tools and systems you need to grow a successful firm alongside other fee-only advisors navigating similar challenges. Walk away with the discipline to make it happen as your firm evolves.
Embrace a culture of data
Understand and optimize the KPIs you should track to drive your firm's growth. You’ll develop a data scorecard appropriate for your firm level to navigate decision-making with confidence.
Find client alignment
Happy, engaged clients are the key to sustainable growth—and your fulfillment as an advisor. Learn how to identify and commit to address client misalignment for long-term sustainability.