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
June MPC Thumbnail
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
October 2020 MPC Event Thumbnail - Recorded
Pricing Your Services
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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 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


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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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.

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

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.