Get Up and Running with This Live Webinar Series!

  • About the Coaching Series

    XYPN’s Firm Launch Coaching Series provides group coaching calls led by our team of Marketing, Sales, Financial Planning, and Executive Business Coaches. This is a self-paced call series is designed to take you from day of state approval through your first year.

  • Who Should Attend

    This program is designed for XYPN Members in the Implementing Phase of their firm's journey. If you're just starting to get your business off the ground, this program is for you!

  • Program Schedule

    These calls are held Tuesdays at 11:30 am MT, with one Bonus Session each month, presented by FABC, XYIS, and the XYPN Compliance Team.

Each month we present a new call series designed for firms who have recently launched to help you with sales, marketing, financial planning, and running your business. If you miss a session, and would like to watch it, please visit our Recorded Webinars Page


 

Topics Covered in This Program

 

Business Essentials Topics 

Core KPI Review - Prepping for Benchmarking and Use of Additional Benchmarking Resources

Revisiting Your Business Plan & Paving Your Path to Outsourcing, Hiring, & Continuity Planning

Business Essentials: Time Management Improvements

 

Marketing Topics 

Creating Your Launch Plan

Thoroughly Define Your Initial Target Audience

Refine Your Website Ideas + Plan to Drive Traffic

 

Sales Topics 

Six Key Tenets to Confident Selling 

Sales Success: Converting Prospects to Clients

Activity Based Selling: Building Your Pipeline

 

Financial Planning Topics

Implementing an Annual Client Service & Communications Calendar

Financial Planning: Understanding Workflows

Financial Planning: Overcoming Barriers in a Discovery Meeting

 

Bonus Sessions 

Creating an Effective Compliance Program for Your Firm

Setting Up Your Books for Proper Financial Records

How to Build Out Your Investment Management Services