Preparing to Register and Preparing to Launch

Explore training and content designed to help you register your firm and get ready to launch.

Preparing to Register | Self-Guided Course Content

Learn everything you need to know to register your firm

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.

Preparing to Register | Coaching Calls

Get help with preparing your initial registration with the state

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.

Preparing to Launch | Self-Guided Course Content

Learn everything you need to know to launch your firm

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.

Preparing to Launch | Coaching Calls

Four-week program designed to help you get your firm off the ground

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.

Client Acquisition Launch Lab (CALL) | Sales Program

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

With a focus on consultative selling and creating relationships, this program builds on your current skills to help you share your value and define your niche. It’s designed for XYPN members who have recently filed with the state, and are preparing to launch their firms.