Keep the growth going
The grass grows where you water it, folks.
Your firm is in the building phase; where there was once dirt, you’ve seeded the ground and now have some excellent looking turf (nice work!), but it won’t turn into the field of your dreams without diligent care, attention, and hard work. That’s where XYPN BUILD comes in—meant to (rocket) power your firm forward once you’ve worked hard to lay your solid foundation.
XYPN BUILD is designed for RIAs in the building phase of their firms' journey. If you have 21-75 clients, revenue of around $100,000, and feel like you are starting to hit capacity and aren't sure how to scale, the BUILD workshop is designed for you. In this workshop, we'll help you take the time to evaluate the essentials, refocus your efforts, and refine your firm’s direction. By attending BUILD, you'll spend two days working on the business instead of in the business; the name of this game is results. Our opponent? Stagnation.
This two-day, intensive workshop will give you access to the expert coaching, peer support, and best practices you need to successfully build your firm. Each tailored session with XYPN's expert coaches involves active workshopping, breakout conversation, and concrete takeaways. You'll spend significant time working with and learning from your peers in the Building phase.
At the end of the workshop, you will commit to a few key growth goals. To hold you accountable and help you achieve them, two months after BUILD, you will reconnect with the coaches and your peers to share progress and discuss challenges. We’re not done here until you see results! You’ve put in the work to get this far; let us help get you further, faster.
Ready to smash your growth and revenue goals? We know, easy question—learn more here.
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 actionable strategies in key areas of firm ownership.