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
Bring your tax-related questions to this open office hours session with XY Tax Solutions Senior Tax Manager, Jason Brown.
XY Tax Solutions Office Hours
Every other Thursday at 2 PM MT
Bring your tax-related questions to this open office hours session with XY Tax Solutions Managing Director, Michael Law.