Client Acquisition Launch Lab (CALL) with Sales Coach BB Webb

Five-Week Sales Program for Preparing and Implementing Firms

Designed for XYPN members who are preparing to launch their firms or for firms further along wanting to sharpen their sales skills and better define their sales process. The program helps you create greater efficiency and clarity in sharing your unique value to the people who need you.

Open Coaching

Expert coaching on advanced topics every Wednesday from 2-3 PM MT.

Open Coaching offers the opportunity to learn about advanced topics in an interactive environment with your peers and an expert coach. Every Wednesday, one of XYPN’s expert coaches hosts Open Coaching on a specific topic. All members are invited to join these sessions, and four members will receive direct coaching during the hour.

XYPN BUILD Events

Quarterly events designed for RIAs in the building phase of their firms' journey.

These two-day events include sales and marketing sessions led by XYPN’s Sales Coach and Marketing Coach and financial planning and process sessions led by XYPN’s Financial Planning & Process Coach and Executive Business Coach.