Building Your Business

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


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.

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.

Developing Your COI and Client Referral Network

Three-Week Sales Program for Building Your Referral Network

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.

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 at 12 pm MT

Compliance Office Hours for Existing Firms

Every Wednesday at 12pm MT

XY Tax Solutions Office Hours

Every Month on the First Tuesday at 1 PM MT

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.