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.  

 

The XYPN BUILD 2021 schedule will be announced soon. Check back for details.

XYPN BUILD
 
 

Why Attend?

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. 

Marketing

Carolyn Dalle-Molle"You’re emerging from the “new startup” trenches and entering a different phase of marketing. With a few dozen clients, marketing becomes less of a nervous rush and more of a refinement challenge. XYPN BUILD’s four marketing-focused sessions will help you get clear on your brand’s foundation, more narrowly prioritize your activities to save time, and streamline processes wherever you can."

-Carolyn Dalle-Molle, Marketing Coach

Sales

BB Webb"You’re beginning to embrace selling as a service and know that consultative selling is key, though you struggle to create a follow-up process that works toward a close. With two sessions geared toward establishing growth goals and identifying successful sales channels, you’ll increase your confidence, drive, and passion to eagerly get out amongst the people who need what you uniquely offer!"

-BB Webb, Sales Coach

 

 
 

Business 

Arlene Moss"It’s time to take a look at your fees to be certain you are charging what you're worth as you position yourself for the high-growth years. XYPN BUILD’s three business focuses sessions will prepare you to be the manager as well as a planner so that your team can grow intentionally."

-Arlene Moss, Executive Business Coach