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 Virtual Event: What Tech Solutions Should You Use in Your Firm?
 
 
 
 
Free Virtual Event: The Art of Advice Sales Strategies for Financial Advisors
 
 
 
 
 
 
 
 

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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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
 
 
On Demand Event: Understanding Intersectionality for Everyday Inclusive Practices
 
 
On-Demand Event: Can Study Groups Really Supercharge Your Success as an RIA?
 
 
Free On-Demand Event: Build Your Own Business: From Financial Advisor to Business Owner
 
 
Free On-Demand Event: How to Create a Launch Marketing Plan for Your RIA
 
 
How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice
 
 
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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
 
 
On-Demand Event: Secrets to Surviving Your First Year as a Firm Owner
 
 
On-Demand Event: How to Become a Marketing Master (No Experience Needed)
 
 
On-Demand Event: Finding Your Fee
 
 
Free On-Demand Event: How to Pivot to a Virtual Practice
Free On-Demand Event: How to Customize a Winning Sales Process
 
 
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Pricing Your Services
 
 
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STAYING RELEVANT IN AN INCREASINGLY DIVERSE ENVIRONMENT Recorded
 
 
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Niche 911 On Demand Series
 
 
On-Demand Event: The Power of Niche Marketing
 
 
On-Demand Event: How to Start Loving the
 
 
Website Analytics Whats Normal
 
 
On-Demand Event: Technology Tell-All: Tips and Tricks for Integrating Technology Into Your Firm
 
 
Free On-Demand Event: A Fork in the Road: Choosing to Build a Lifestyle Practice or an Enterprise Firm
 
 
Free On-Demand Event: Building Your Initial Planning Process
 
 
Free On Demand Event: How to Become the Kicka$$ CCO Your Firm Needs
 
 
November 2020 MPC Thumbnail - 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...

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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.

IDFA National Conference
Sept 29 - Oct 2 | Las Vegas
Attending this event? Click here to download our Member Benefits Directory in advance.

#FinCon
Sept 30 - Oct 3 | Long Beach, CA
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Fall National
Oct 21-24 | Atlanta
Attending this event? Click here to download our Member Benefits Directory in advance.