Building Your Business

Explore training and content designed to help you grow your business and evaluate what's working.

XYPN BUILD Events

Quarterly events designed for RIAs in the building phase of their firms' journey.

These two-day regional events include sales, marketing, business essentials, and financial planning sessions led by XYPN’s expert coaching team.

Advisor Success Open Coaching

Expert coaching on advanced topics every Wednesday from 2-3 PM MT.

Open Coaching offers the opportunity to learn about advanced topics in an interactive environment with your peers and an expert coach. This program covers sales, marketing, business essentials, and financial planning topics.

Marketing Growth Workshop

Strategic Marketing for the Modern Advisor

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.

Build Your Own Business (BYOB)

Building the Business YOU Want to Create

This four-week program, hosted by XYPN Business Coach Arlene Moss, guides you in evolving your business and creating your ideal firm.

Compliance Office Hours for Existing Firms

Every Tuesday and Wednesday at 12 PM MT

Join the compliance team for weekly office hours, every Tuesday and Wednesday. We can help with you with any regulatory issues that arise or with general compliance questions.

XY Tax Solutions Office Hours

Every other Tuesday at 10 AM MT

XY Tax Solutions Office Hours

Every other Thursday at 2 PM MT