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.  


BUILD Minneapolis

Next BUILD Virtual Event:
August 27-28, 2020 | Minneapolis, MN Virtual Event



Register for Minneapolis

Registration for this event closes August 14


Upcoming BUILD Events

XYPN BUILD Events are exclusively available to XYPN Members Only

Atlanta, GA

Virtual Event

Nov 18-19, 2020



Register for Atlanta

Registration closes November 6


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. 


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


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



Financial Planning and Process

Emily Purdon"If you didn’t begin to build out your financial planning service offerings or processes when you had 0-10 clients, it can be really difficult to find the time to do so now. With two sessions geared toward this exact challenge, you will walk away with tangible value for you and your business."

-Emily Purdon, Financial Planning & Process Coach


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