Welcome & Introductions: Branding & Marketing Foundation

  • About the Call

    This call, led by XYPN Business Coach, Arlene Moss covers your branding and website, and helps you prepare the foundation for your marketing plan.

  • 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

Evaluating Your Fees & Service Model Before Launch

  • About the Call

    This call, led by XYPN's Financial Planning & Process Coach, Emily Purdon, will help you evaluate your fee structure and your service model. Additionally, Emily will review the types of member firms from solo to enterprise to help you determine next steps as you get ready 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

    Third Wednesday of the Month, 12:30 PM MT

Insurance, Initial Marketing Strategy, & Study Group Introduction

  • About the Call

    This call, led by XYPN Business Coach, Arlene Moss covers initial marketing content creation, insurance, and getting connected in the industry.

  • 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