These two-day regional events include sales, marketing, business essentials, and financial planning sessions led by XYPN’s expert coaching team.
XYPN’s immersive 6-week Growth Workshop will supercharge your marketing by pushing you to be more strategic, take risks, and unveil what makes your firm unique. Use this training to create a roadmap to attract your dream client by leveraging your unique strengths and experiences.
Designed for XYPN members who are in the implementing through scaling stage of business, this three week course will help you reframe your thinking around the referral process and arm you with templates, scripts and other tools to confidently build this important aspect of your business.
This four-week program, hosted by XYPN Business Coach Arlene Moss, guides you in evolving your business and creating your ideal firm.
Join the compliance team for weekly office hours every Tuesday. We can help with you with any regulatory issues that arise or with general compliance questions.
Join the compliance team for weekly office hours every Wednesday. We can help with you with any regulatory issues that arise or with general compliance questions.
XYTS Office Hours offers the opportunity to learn about advanced tax topics in an interactive environment with your peers and an expert from the team.