These two-day regional events include sales, marketing, business essentials, and financial planning sessions led by XYPN’s expert coaching team.
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.
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.
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 and Wednesday. We can help with you with any regulatory issues that arise or with general compliance questions.
Bring your tax-related questions to this open office hours session with XY Tax Solutions Senior Tax Manager, Jason Brown.
Bring your tax-related questions to this open office hours session with XY Tax Solutions Managing Director, Michael Law.