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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.
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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.
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Program Schedule
Each quarterly two-day XYPN BUILD event will include sales, marketing, business development and financial planning and process sessions. You can see more details below!
