Preparing to Launch Coaching Calls
Welcome & Introductions: Branding & Marketing Foundation
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About the Call
This call, led by XYPN Business Coach, Arlene Moss covers your branding and website, and will help you establish your branding and marketing foundation.
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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.
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Call Schedule
First Wednesday of the Month at 12:30 PM MT
Tech Stack and Workflow Processes
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About the Call
This call, led by XYPN Business Coach, Arlene Moss helps you select the appropriate technology and software for your firm.
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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.
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Call Schedule
Second Wednesday of the Month, 12:30 PM MT
Financial Planning Process
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About the Call
This call, led by XYPN's Financial Planning & Process Coach, Kathleen Boyd, CFP, will help develop your client service model.
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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.
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Call Schedule
Third Wednesday of the Month, 12:30 PM MT
Business Basics
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About the Call
This call, led by XYPN Business Coach, Arlene Moss covers all the basics needed to launch your firm.
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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.
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Call Schedule
Fourth Wednesday of the Month, 12:30 PM MT
Preparing to Launch
