Program Details

This program runs for 3 weeks, with pre-work assignments to be completed before the start date. Live sessions are held on Monday Nov. 22, 29 and Dec. 6th from 11:00am - 12:30pm MT. 

Expect to spend 2.5-3 hours a week on this program, including time spent in the live session, doing homework, and collaborating with your peers.  

As a pilot participant, you will be part of an exclusive group of members who have been invited to test this program. Your participation in all three sessions and your feedback after the program will be essential.

This program will help you:

  • Clarify the impact of a referral network with COIs and clients  
  • Reframe your thinking around asking for referrals to build your business
  • Identify your ideal COI and ‘raving fan’ client referral network 
  • Create a contact list and process for COI and client referral engagement 
  • Put into practice your referral prospecting dialogue in a workshop setting
  • Understand compliance rulings around referral practice
  • Engage with XYPN members to collaborate after program completion

Get to Know Your Coach

Sales Coach

BB Webb

XYPN Sales Coach BB Webb boasts an impressive background in the arts and as an entrepreneur. She first dipped her toe in the world of sales while touring her one-woman play across country, and then dove in headfirst as the owner of a popular, award-winning Atlanta-based special event venue. In 2014 BB published her book, Build Your Business: BB Webb’s “Notes From the Highwire!” Upon arriving to Bozeman she served on the faculty at MSU's Jake Jabs College of Business and Entrepreneurship and worked privately with small businesses as Executive Coach. As XYPN’s Sales Coach, BB’s primary goal is to help XYPN members build great relationships, plans, and processes for selling their services as financial advisors. With a focus on consultative selling, BB’s programs and resources are carefully designed to guide advisors in creating their own systems and conversations for selling their unique value, fearlessly and with joy.