Course Overview

With such a talented community, why not take the opportunity to learn from one another? Ahead of #XYPNLIVE 2021, we'll be serving up a brand new webinar series, "Inside Experts," hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away. Enroll in this course to view the topics and schedule, to register for the live webinars or catch the recordings after!

Course Content

Enroll today to access this content!

  • 1

    Inside Experts: Member-Led Knowledge Series

    • Welcome to Inside Experts: Member-Led Knowledge Sessions

  • 2

    Working With Real Estate Investor Clients with Cynthia Meyer and Scott Jensen

    • Watch the replay here! Inside Experts: Working With Real Estate Investor Clients with Cynthia Meyer and Scott Jensen

    • View the slide deck here!

    • Resources

  • 3

    The Hit-By-A-Bus Workflow with Brooklyn Brock and Grier Rubeling

    • Watch the replay here! The Hit-By-A-Bus Workflow with Brooklyn Brock and Grier Rubeling

    • View the slide deck here!

    • Resources

  • 4

    Charging What's Fair: Research on Financial Planning Fee Models with Daniel Yerger

    • Watch the replay here! Inside Experts: Charging What's Fair: Research on Financial Planning Fee Models with Daniel Yerger

    • View the slide deck here!

    • Tharp Study

    • 2020 Benchmarking Study Report

    • Resources

  • 5

    Using Facebook Ads to Promote a Webinar to Grow Your Business with Bryan Haggard

    • Watch the replay here! Using Facebook Ads to Promote a Webinar to Grow Your Business

    • View the slide deck here!

    • Resources

  • 6

    How to Use Strategic Podcasting to Build Your Business with Michael Reynolds

    • Watch the replay here

    • View the slide deck here!

    • View notes template and complete examples here!

    • Resources

  • 7

    Women and Wealth - Surprises, Trends and How to Serve Women Better with Terri Spath

    • Watch the replay here

    • View the slide deck here!

    • Resources