Introducing  Xcelerate!

XY Planning Network will host the first-ever experienced member retreat, Xcelerate, in March of 2018. The inaugural event, for XYPN members only, will provide a time for you to collaborate with and learn from your peers and industry experts. The content focus is on hiring, and you’ll also have time to work in small groups with XYPN Coaches on your individual needs. Year after year at our conferences, we hear that some of the best information comes from conversations in the hallways, so we built in plenty of “hallway time” for you to learn from one another and form bonds that will carry you through the coming years.

Up to 25 advisors will gather in the Big Sky State of Montana for a 2-day event unlike any other to learn the ins and the outs of staffing, and how to take their firm from practice to business.


The agenda will cover:

  • Recruiting the Right Talent
  • Interview Best Practices
  • Vetting the Right Candidates
  • Onboarding & Training New Hires
  • Incorporating Staff Members into Solo Practices
  • And Much More!

This will be an invaluable opportunity for those ready to expand their teams and for those building multi-advisor firms in the coming years. It will also be a chance to network with other successful advisors in a smaller, more intimate setting. Last but not least, it's also prime time to hit Bozeman's world-class ski slopes!

To ensure a focus on established firms, participants must be on track for $125,000 of recurring revenue projected over the next 12 months or serve at least 50 client households. Check out the schedule!

Register for XYPN LIVE Xcelerate 2018