Events for Financial Advisors

Find Your Tribe

We’re sharing the movement from Coast to Coast! Come meet us along the way, or participate in a virtual event from wherever you are. Most events posted here are open to both members and non-members.  We'd love to meet you at our annual conference, XYPN LIVE, or join us for our next live webinar. We also participate in many industry events, so be sure to look for our XYPN T-shirts - you can't miss us. We may even have a shirt for you! 

 

Upcoming Events

Please click the listings below for more information about upcoming events. 

Niche 9-1-1
 
 
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January 2019 Event Thumbnail_Live
 
 
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On-Demand Events

Watch these pre-recorded events at your convenience by clicking on the listings below. 

Transitioning from the B/D World
 
 
Staying Sane
 
 
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July_MPC_Recording
 
 
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Pricing Your Services
 
 
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Aug_MPC_Recorded
 
 
STAYING RELEVANT IN AN INCREASINGLY DIVERSE ENVIRONMENT Recorded

Free conference SWAG, without leaving home

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Download our Free Book

Yes, you can have balance in your life while building your business. In fact, offering your services virtually allows you to reach far more potential clients. Our book, The Virtual Advisor, is THE manual you need to build an independent financial advisor business that’s flexible, adaptable, and forward-thinking.

Learn how to:

  • Offer convenience and accessibility  without being limited by location
  • Handle compliance requirements
  • Market your services in a whole new way
  • Much more...

Browse our Advisor Resources

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