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

    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!

More About XYPN BUILD Events

Upcoming BUILD Events:


November 18-19 in Atlanta, GA (NOW VIRTUAL)

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