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. All members are invited to join these sessions, and four members will receive direct coaching during the hour.

Firm Launch Coaching Series

Group coaching calls to help you launch your firm

XYPN’s Firm Launch Coaching Series provides you access to group coaching calls led by our team of Marketing, Sales, Financial Planning, and Executive Business Coaches. Each month we present a new call series designed for firms who have recently launched.

Build Your Own Business (BYOB) with Arlene Moss

Building the Business YOU Want to Create

This four-week program will guide you in your journey from solo entrepreneur to firm owner. Topics covered include: 1) profit margins and creating more robust profit margin goals, 2) growing your team and creating career paths, 3) refining your client avatar, 4) client screening and planning appropriate service levels, and much more!

BUILD Live Events

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

These two-day events include sales and marketing sessions led by XYPN’s Sales Coach and Marketing Coach and financial planning and process sessions led by XYPN’s Financial Planning & Process Coach and Executive Business Coach.

Preparing to Launch

Monthly Coaching Calls

Each month, Arlene hosts a calls for members in the preparing to launch phase. Members join these calls after they have submitted their registration and usually before they have been approved.

Private Executive Business Coaching

A Customized Approach to Business Coaching

XYPN’s Executive Coaching offerings are tailor-made for your specific needs. We can help with a wide range of needs, including business strategy and execution, accountability and goal tracking, pricing your services, business structure, hiring and management, and more!