Open Coaching

Facilitated by XYPN's Financial Planning and Process Coach

This course includes recordings of past Open Coaching sessions with XYPN's Financial Planning and Process Coach, as well as shorter clips to help you focus your time. You may revisit your session with Emily or learn from others as they are coached through various topics including: 

  1. Streamlining Your Service Offerings

  2. Incorporating a Client Service Calendar into Your Firm

  3. Evaluating the Effectiveness of Your Fee Structure 

  4. Refining Your Current Processes & Workflows

  5. Revising Client Deliverables & Core Reports 

  6. Overcoming Capacity Constraints

Open Coaching provides members with the opportunity to get access to coaching on advanced topics. Members can join in listen-only mode, or book one of the 15-minute slots to receive direct coaching.