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:
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Confidently assess and improve your firm's health using your data
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Make data-backed decisions with new, relevant metrics designed to drive your firm’s growth
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Optimize your client base for long-term sustainability, profitability, and fulfillment
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.
Retreat Agenda
Reconnect with your success. Your clients will thank you for it.
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.-
Welcome Happy Hour
6-8:00 PM MT | Element Hotel
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Breakfast
7-8:30 AM MT | Element Hotel
Kick-Off
9-9:30 AM MT | XYPN HQ
Measure What Matters: A KPI Blueprint for Success Workshop
9:30-12:00 PM MT | XYPN HQ
Clean and accurate data makes decision-making easier and strategies more sound. Designed to help you embrace a culture of data and refine your KPIs for sustained success, in this session you'll identify key metrics, develop a tailored data scorecard, and identify actionable goals to elevate your firm’s performance.
Lunch
12-1:00 PM MT | XYPN HQ
The Ideal Client Framework: Aligning Clients and Value Workshop
1-4:00 PM MT | XYPN HQ
In this session, you’ll evaluate clients based on the fees they pay and the value they bring to your firm, helping you identify any misalignment. The goal is to address client mismatches head-on, avoid undercharging or overservicing, and ensure you're working with the right clients to support your firm’s growth and success.
Happy Hour with Team XYPN
4-5:00 PM MT | XYPN HQ
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Breakfast
7-8:30 AM MT | Element Hotel
From Insight to Action: Transforming Data into Decisions Workshop
9-12:00 PM MT | XYPN HQ
In this session, you’ll set actionable goals rooted in the insights you gained from your data scorecard and client evaluations. You’ll commit to a clear, measurable plan to accomplish your vision, ensuring your goals align with your firm’s performance and client needs for sustained growth.
Lunch
12-1:00 PM MT | XYPN HQ
Building Out the Data-Driven Strategy
1-2:00 PM MT | XYPN HQ
Leading with Purpose: Executive Leadership Circle
2:30-3:30 PM MT | XYPN HQ
In the final session, you'll discuss the challenges of decision-making, strategy, team leadership, and firm culture with XYPN’s Executive team and with one another. Gain valuable insights and strategies to help you overcome obstacles and lead your firm with confidence.
Wrap Up
4-5:00 PM MT | XYPN HQ
Dinner with XYPN
6-9:00 PM MT | Downtown Bozeman
Be the first to know when registration opens!
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
See yourself here →
Frequently Asked Questions
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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 (room block coming soon!), conveniently located within walking distance of XYPN’s Headquarters, to provide you with the lowest rates for your stay. 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 Retreat 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.