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: Ann Arbor, MI on December 6, 2019
 
 
FREE Virtual Event: Can Study Groups Really Supercharge Your Success as an RIA?
 
 
Member's Only Event: XYPN BUILD in Minneapolis
 
 
 
 
FREE Local Meet Up: Carmel, IN on December 11
 
 
Member's Only Event: XYPN BUILD in Los Angeles
 
 
#XYPNLIVE 2020
 
 
FREE Local Meet Up: Tempe, AZ on December 13
 
 
Member's Only Event: XYPN BUILD in New York
 
 
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
 
 
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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
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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)
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.

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

National Linc 2020
Jan 29-31 | Orlando
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.