Scaling Your Firm

Explore training and content designed to help you make strategic business decisions and continue to refine processes.

XYPN PAUSE Business Strategy Program

Strategic program for growing and sustaining the business you want

This program, designed exclusively for XYPN members, helps you master strategic approaches to sustain and grow the business you want. Learn how to refine your value propositions and business models, and evaluate how key decisions are likely to affect your businesses’ trajectories.

Advisor Success 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. This program covers sales, marketing, business essentials, and financial planning topics.

Compliance Office Hours for Existing Firms

Every Tuesday and Wednesday at 12PM MT

Join the compliance team for weekly office hours, every Tuesday and Wednesday. We can help with you with any regulatory issues that arise or with general compliance questions.

XY Tax Solutions Office Hours

Every other Tuesday at 10 AM MT

XY Tax Solutions Office Hours

Every other Thursday at 2 PM MT