Welcome & Introductions: Branding & Marketing Foundation

  • About the Call

    This call, led by XYPN Marketing Coach, Carolyn Dalle-Molle, covers your branding and website, and will help you establish your branding and marketing foundation.

  • Who Should Attend

    This call is designed for XYPN members in the Preparing Phase. You’ll receive a unique registration link once your documents are submitted to the state.

  • Call Schedule

    First Wednesday of the Month at 12:30 PM MT

Tech Stack and Workflow Processes

  • About the Call

    This call, led by XYPN Business Coach, Arlene Moss helps you select the appropriate technology and software for your firm.

  • Who Should Attend

    This call is designed for XYPN members in the Preparing Phase. You’ll receive a unique registration link once your documents are submitted to the state.

  • Call Schedule

    Second Wednesday of the Month, 12:30 PM MT

Financial Planning Process

  • About the Call

    This call, led by XYPN's Financial Planning & Process Coach, Kathleen Boyd, CFP, will help develop your client service model.

  • Who Should Attend

    This call is designed for XYPN members in the Preparing Phase. You’ll receive a unique registration link once your documents are submitted to the state.

  • Call Schedule

    Third Wednesday of the Month, 12:30 PM MT

Business Basics

  • About the Call

    This call, led by XYPN Business Coach, Arlene Moss covers all the basics needed to launch your firm.

  • Who Should Attend

    This call is designed for XYPN members in the Preparing Phase. You’ll receive a unique registration link once your documents are submitted to the state.

  • Call Schedule

    Fourth Wednesday of the Month, 12:30 PM MT

Preparing to Launch

The Preparing to Launch Coaching series complements this self-study coaching course. Enroll now to access the information!