XYPN BUILD events are designed for RIAs in the building phase of their firms' journey. Firms at this stage typically have 21-75 clients, revenue of around $100,000, feel like they are starting to reach capacity, and can’t see how they’ll add more clients.
For each quarterly two-day XYPN BUILD event, day one will consist of sales and marketing sessions, while day two will focus on financial planning and process. All sessions will be facilitated by XYPN's in-house professional coaches.
Next BUILD Event:
February 27-28, 2020 at the Los Angeles Airport Marriott
$199 - One Day Pass
$299 - Two Day Pass
A discounted room rate of $154/night is available at the Los Angeles Airport Marriott (5855 W Century Blvd, Los Angeles, CA 90045). Use this link to book your room online at the group rate.
Upcoming BUILD Events
XYPN BUILD Events are exclusively available to XYPN Members Only
XYPN BUILD events are tailored to meet the needs of firms during their building phase. With sessions in four targeted tracks—Marketing, Sales, Financial Planning and Process, and Business—attendees will leave with helpful strategies for the key areas of firm ownership.