Strategies Designed for Your Growing Firm

  • About the Program

    These in-person events highlight training from XYPN's in-house professional coaches. With sessions in four targeted tracks—Marketing, Sales, Financial Planning and Process, and Business—attendees will leave with helpful strategies for the key areas of firm ownership.

  • Who Should Attend

    XYPN BUILD events are designed for RIAs in the Building Phase of their firms' journey. Firms at this stage typically have 21-75 clients, revenue of around $100,000, feel like they are starting to reach capacity, and can’t see how they’ll add more clients.

  • Program Schedule

    For each quarterly two-day XYPN BUILD event, day one will consist of sales and marketing sessions, while day two will focus on financial planning and process. You can see more details and register below!

More About XYPN BUILD Events

Upcoming BUILD Events:

February 27-28 in Los Angeles, CA | Click here to register for Los Angeles 

May 20-21 in New York, NY | Click here to register for New York 

August 27-28 in Minneapolis, MN (NOW VIRTUAL) | Click here to register for Minneapolis

November 18-19 in Atlanta, GA (NOW VIRTUAL)| Click here to register for Atlanta

$199 – One Day Pass
$299 – Two Day Pass

Registration includes lunch, sessions, and happy hour on the first day. Any travel costs, including parking at the event, are the responsibility of the attendee.