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.
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.