Check back soon as our #XYPNLIVE 2019 schedule starts to take shape!

As you can see, we're still putting finishing touches on our schedule. Follow us on Twitter @XYPlanning for announcements. 

Take a look behind the curtain to see how we're designing a content schedule you'll drool over.  Check out our blog, An Inside Look at How We're Designing #XYPNLIVE 2019.

 

Now accepting proposals for speaking opportunities at #XYPNLIVE 2019! Apply by February 22, 2019.

 


Tuesday, September 10

8:30 AM - 9:30 AM: Keynote - Advice-Giving for Advisors: Helpful Hacks and Cautionary Tales with Dr. Moira Somers

Moira SomersWant to know something strange about the profession of financial advising? Although they're paid for their advice, most advisors have received no formal training on how to actually give it. Their extensive training in the technical and regulatory aspects of their work is not matched by evidence-based training in how to conceptualize, craft, deliver, and support implementation of the advice they give. The result is often the delivery of perfectly sound advice that fails to address clients' needs.

This presentation will address the five factors that contribute to the successful delivery and implementation of advice. Special attention will be paid to the reasons why clients most typically seek out advice, when they are most apt to do so, and what interferes with uptake. The particular problem of mental depletion in both clients and advisors will be examined in depth. Get to know Dr. Somers.

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Keynotes