Implementing Your Business Plan

Explore training and content designed to help you launch your firm and refine your processes.

Client Acquisition Launch Lab (CALL) | Sales Program

Five-week sales program designed to help you connect with prospects and win clients!

This program is designed for XYPN members who have recently filed with the state, and are preparing to launch their firms. With a focus on consultative selling and creating relationships, the Client Acquisition Launch Lab (CALL), builds on your current skills to help you customize your own sales process, share your value and build your business.

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.

Launch Your Firm

Take this self-paced course to build and launch with confidence.

XYPN’s Launch Your Firm course provides you access to the expertise of our Marketing, Sales, Financial Planning, and Executive Business Coaches. In this self-paced course, they'll share everything you need to know to successfully build and launch your firm.

Financial Planning Process Webinar Series

Four-session webinar series designed to help you create your service model.

This webinar series is designed for XYPN members who are building their service model and want to boost their value proposition. This is also a great opportunity for new financial planners to learn how to structure and present their offerings. Join Financial Planning and Process Coach Emily Purdon as she shows you how to create an engaging and scalable service model.