Marketing Self-Guided Courses and Resources

Looking to grow your firm? Access core trainings on how to brand and market your financial planning firm, made available to you on-demand.

Marketing Live Workshops, Programs, and Events

Engage with experts and peers in live discussions about marketing. Browse options for live trainings offered throughout the year, and always check back for new ones!

Sales Self-Guided Courses

This is your home for learning how to effectively share what you do, build relationships, and communicate your value and your services. Here you’ll find recorded trainings and worksheets to guide you toward better prospect and client interactions.

Sales Resources

This section includes a variety of helpful sales tools and resources, including checklists, worksheets, and guides you can use to clarify and hone your sales planning and process development.

Sales Live Workshops, Programs, and Events

Join us for workshops, programs, and live coaching opportunities meant to hone your sales planning and process development and designed for firms in all stages of business development.

The Way Forward: A Roadmap for the Critical Work Ahead

Training, resources & programs to power XYPN advisors through 2020 market disruption & beyond