Events for Financial Advisors

Find Your Tribe

We’re sharing the movement from Coast to Coast! Participate in a virtual event from wherever you are, come meet us along the way at a local meet-up or industry event, and be sure to attend #XYPNLIVE, our annual conference. 

Featured Upcoming Events

Upcoming Events

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

FREE Local Meet-Up: Minneapolis, MN
 
 
FREE Local Meet-Up: St. Louis, MO
 
 
FREE Local Meet-Up: Corning, NY
 
 
FREE Local Meet-Up: Minneapolis, MN
 
 
FREE Local Meet-Up: Portland, OR
 
 
FREE Local Meet-Up: Des Moines, IA
 
 
FREE Local Meet-Up: Houston Metro Area, TX
 
 
FREE Local Meet-Up: Chicago, IL
 
 
FREE Local Meet-Up: San Diego, CA
 
 
#XYPNLIVE 2020
FREE Local Meet-Up: Tempe, AZ
 
 
FREE Local Meet-Up: Camarillo, CA
 
 
Free Event: Secrets to Surviving Your First Year as a Firm Owner
 
 
FREE Local Meet-Up: Colorado Springs, CO
 
 

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
 
 
June MPC Thumbnail
 
 
Sept_MPC_Recorded
 
 
Nov_18_MPC_recorded
 
 
What 2050 Trailblazers Taught Me About DEI
 
 
Free Recording: How XYPN Helps Advisors Succeed
 
 
On-Demand Event: Ask Me Anything with Alan and Michael
 
 
On-Demand Event: Building a Client Base in Year One
Event Thumbnail (23)
 
 
Event Thumbnail-1
 
 
July_MPC_Recording
 
 
oct_MPC_recorded
 
 
Dec_18_MPC_Recorded
 
 
February 2019 MPC Thumbnail - Recorded
 
 
Investment Management and Fee-Only Planning: How to do Both (Successfully!)
 
 
July 2019 Quarterly Conversation - Making the Most of Mentorship
Pricing Your Services
 
 
Event Thumbnail (25)
 
 
Aug_MPC_Recorded
 
 
STAYING RELEVANT IN AN INCREASINGLY DIVERSE ENVIRONMENT Recorded
 
 
January 2019 Event Thumbnail_Recorded
 
 
Niche 911 On Demand Series
 
 
On-Demand Event: The Power of Niche Marketing
 
 
On-Demand Event: How to Start Loving the

Free conference SWAG, without leaving home

the-virtual-advisor.png

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...

Subscribe to Email Updates

Browse our Advisor Resources

Look for the XYPN team at these upcoming events!

Download the Member Benefits Directory in advance and stop by the booth to get all your questions answered.

Insider's Forum 2019
Sept 11-13 | Nashville
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Fall National Conference
Oct 1-4 | Chicago
Attending this event? Click here to download our Member Benefits Directory in advance.

FPA Annual Conference 2019
Oct 16-18 | Minneapolis
Attending this event? Click here to download our Member Benefits Directory in advance.

2019 AFCPE Research and Training Symposium
Nov 19-21| Portland
Attending this event? Click here to download our Member Benefits Directory in advance.