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The XYPN Financial Planning Process Webinar Series is appropriate for members of all phases. The content is curated for those that are refining their service model, as well as new financial planners who are learning how to structure and present their offerings. You may pick and choose which webinars you’d like to attend based on where you need support, or attend them sequentially.
Week 1 | Build an initial financial planning process focused on structure through an appropriate balance of customization and scalability.
Week 2 | Demonstrate value beyond an initial financial plan through the development and implementation of a service calendar.
Week 3 | Adapt the XYPN Financial Planning Workflow Series to make your business more streamlined and scalable.
Week 4 | Join us for Office Hours to ask questions about building your planning process, demonstrating value beyond an initial plan, adapting the workflow series, and more!
Pre-Work & Homework
There is optional pre-work in advance of each webinar. A combination of topical podcasts, blogs, and resources are listed for your reference. There is also recommended homework to help you leverage the concepts and apply them to your practice immediately. While you do not have to complete either the pre-work or homework to attend the webinar(s), these added resources enhance your experience and learning.
Week 1 | Building Your Initial Financial Planning Process
Week 2 | Communicating Value Beyond an Initial Plan
Week 3 | Adapting the XYPN Financial Planning Workflow Series
Week 4 | Financial Planning Process Webinar Series Office Hours