Bozeman, MT | XYPN Headquarters

XYPN Retreat

June 9-11, 2026

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 member's-only experience in Bozeman, MT, 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

XYPN Retreat
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
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. 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.

 

Bozeman, MT | XYPN Headquarters

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.
June 9 - 11, 2026
$1,299
Attend the Retreat →
Get all the benefits of the XYPN Retreat:
Exclusive access to XYPN tools
Community and networking connections
Deep dive workshops
Collaborative working sessions
Roundtable conversations
Dedicated time with team XYPN
We keep attendance limited to XYPN members and subject to review to ensure a relevant, engaging, and impactful experience.
XYPN_Grid_Blue-9 Bozeman-MT-Element-Hotel

Ready to plan your visit?

We’ve partnered with Element Bozeman for the XYPN Retreat, 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 April 10 to lock in our discounted rate of $319/night.

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 

 

See yourself here →
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