Bozeman, MT | XYPN Headquarters

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 two-day members-only experience in Bozeman, MT, where you'll walk away with the 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

Join the interest list ↗
Limited spots available
XYPN Retreat

 

Retreat Agenda

Own your success

Connecting you with the experts who stretch you and the people who support you is our jam—and one of the best ways to take your firm to the next level. So we built the XYPN Retreat to elevate your impact and optimize your practice.

XYPN Retreat
Join the interest list →
Benefit from:
Exclusive access to XYPN tools
Deep-dive workshops
Collaborative working sessions
Roundtable conversations
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Community and networking connections
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Dedicated time with team XYPN
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We keep attendance limited to XYPN members and subject to review to ensure a relevant, engaging, and impactful experience.
For XYPN members

Sustainable success starts here

Designed for growth-minded advisors at the capacity crossroads, our transformative retreat will set your firm on a path to lasting success.

This 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.

Join the interest list ↗
Limited spots available
XYPN_icon_Quote
This was a wake-up call. I thought I was pretty good on my numbers, but I have to admit there are more things we should be measuring and make more consistent. I'm starting the process with my partners tomorrow. This was by far the best industry event I have attended. It was the right thing at the right time.
David Shotwell, CFP®, MSFP
Shotwell Rutter Baer, Inc.
XYPN_Grid_Blue-9 David Shotwell


David Shotwell, CFP®, MSFP | Shotwell Rutter Baer, Inc. |  

XYPN Member Since 2017
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.

Meet us in Montana

You deserve to refine your vision 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

Join the interest list ↗
Limited spots available
XYPN_Grid_Blue-6 Retreat Agenda

Sally Boyle CFP® | S.J. Boyle Wealth Planning | 

XYPN Member Since 2024
Answers to all your big questions

Frequently Asked Questions

From past events ↘
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