Fly in a day early or stay a day late for even more learning!
Registration and payment for these events are handled directly through their organizers. All add-ons are in addition to the main conference and are priced separately. Please find the links to register in the descriptions of these events below.
Pre-conference events will be held on Friday, October 9, 2020, and Saturday, October 10, 2020, and the post-conference event will be held on Wednesday, October 14, 2020.
presented by George Kinder
Learn the life planning listening and relationship skills to build trust and inspire your client to action. This workshop trains advisers to improve their listening, relationship and inspirational skills, and teaches a psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan.
presented by Candice Carlton
In this 1 – Day Intensive, Advisors will learn a blueprint for creating a kickass video with real-time execution + coaching. We’ll share our top tips for making high impact videos and take you through everything we’ve learned from pre to post-production.
This is not a theoretical workshop- you will be testing and creating the whole way. You’ll practice sharing your videos with other work-shoppers, receive 1/1 coaching and be in active creation getting comfortable and GOOD on camera.
presented by Heather Jarvis & Joe Messinger
Paying for college just isn’t what it used to be. The sticker price for a college education is now between $100,000-$320,000 per student – if you graduate in four years.
So, what are we as financial planners doing to help our clients? Gen X and Gen Y families need help reducing the cost of college and navigating loan repayment. Are you prepared to answer their questions?
Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve clients by addressing their biggest financial concerns!
Join us for this pre-conference event to learn how you can change the way America shops for college!
hosted by Emily Purdon
XYPN is bringing together our core technology partners for a one-day pre-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 50- minute sessions led by each of our partners, you will receive best practices for integrating into your business and enhancing your client experience with the technology. These sessions will be designed for existing users of the technology and you will be able to get all of your questions answered while learning from how other members are leveraging our tech stack.
Calling all PAUSE and Xcelerate attendees past and present! Spend a full day before #XYPNLIVE creating your action plan to take the next steps with your business.
In this workshop, we’ll review the tools you created in Pause and hear from experts in human resources, firm valuation, and firm finances on how to go from the theory and diagnosis to implementing your plans for your firm.
presented by Steve Crawford
This workshop is based on Steve's "Your Spending Coach" (YSC) program that was developed from his very own process and has been a huge part of his own client process at Experience Wealth (his Financial Advisory firm). The process he developed in Experience Wealth has led to amazing client Savings results compared to what the Average Aussie saves because it focusses on 3 key areas:
This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.
"It was the best conference I've attended."
"I signed up last minute and glad I did! As a first year member, this conference is a no-brainer."