This self-guided content will walk you through the initial business decisions you'll need to make in order to file your initial registration, including selecting a niche, business setup, fees, services, and compliance.
These resources are designed for those who are preparing for initial registration with the state. We cover all of the information you need to know related to starting the registration process, setting up business essentials, and ensuring compliance documents are in order.
This course, designed for members whose firm has been registered, will 1) help you establish your branding and marketing foundation, 2) set up your tech stack and workflow processes, 3) develop your client service model, 4) develop your initial marketing strategy, and more! We've include tools, downloadable resources, and short instructional videos to help you get your business off the ground and running smoothly.
This series of live coaching calls covers everything you need to know to get ready to launch your firm. Topics covered include: 1) building your branding and marketing foundation, 2) tech stack and workflow processes, 3) client service model and experience, and 4) insurance, initial marketing strategy, & study group introduction.
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.