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 in Erie, CO on February 12, 2020
 
 
Free Local Meet-Up in Atlanta on Wednesday, February 26
 
 
Free Local Meet-Up in Los Angeles on Thursday, February 27
 
 
FREE Virtual Event: A Fork in the Road: Choosing to Build a Lifestyle Practice or an Enterprise Firm
Free Local Meet-Up in Dallas, TX on Thursday, February 13
 
 
Free Local Meet-Up in Carmel, IN on Tuesday, February 25
 
 
Member's Only Event: XYPN BUILD in New York
 
 
#XYPNLIVE 2020
Free Local Meet-Up in Orlando, FL on February 19
 
 
Member's Only Event: XYPN BUILD in Los Angeles
 
 
Member's Only Event: XYPN BUILD in Minneapolis
 
 
Member's Only Event: XYPN BUILD in Atlanta

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
 
 
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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?
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July_MPC_Recording
 
 
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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
 
 
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
Pricing Your Services
 
 
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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
 
 
Website Analytics Whats Normal
 
 
On-Demand Event: Technology Tell-All: Tips and Tricks for Integrating Technology Into Your Firm

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.

FPA DFW
Feb 12-13 | Irving, TX
Attending this event? Click here to download our Member Benefits Directory in advance.

Kingdom Advisors 2020
Feb 19-21 | Orlando
Attending this event? Click here to download our Member Benefits Directory in advance.

FPA Puget Sound 2020
March 26 | Seattle
Attending this event? Click here to download our Member Benefits Directory in advance.

NAPFA Spring National
May 6-9| Denver
Attending this event? Click here to download our Member Benefits Directory in advance.

FPA NorCal 2020
May 26-27 | San Francisco
Attending this event? Click here to download our Member Benefits Directory in advance.

IDFA National Conference
Sept 29 - Oct 2 | Las Vegas
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.