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.
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!