The Seven Stages of Money Maturity®

This 2-Day course helps planners understand the actual drivers and biases around money and the innocent/habitual messages on which clients base their financial decisions. After going through a series of listening exercises and illustrative storytelling of the Seven Stages philosophy, you’ll be able to recognize the signs of each of the stages and how to best support your client’s unique situation. Graduates find themselves to be better listeners and better equipped to deeply understand their client’s and their own money drivers and biases. The course introduces the EVOKE® Life Planning methodology as a framework for prompting open-ended conversations that help you know your client and how they ascribe meaning to money. EVOKE® is a signature series of meetings that help you guide clients to discover and live into their lives of greatest meaning.

A companion to George Kinder’s book, The Seven Stages of Money Maturity, which pioneered the financial life planning movement over 20 years ago, this is a course that benefits you both personally and professionally to become more independent and assured in your relationship with money. Use the Seven Stages to control money’s purpose instead of it controlling you. Learn more about the Seven Stages of Money Maturity on the registration page.

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The Perfect RIA Panel of Success

The single best way to achieve the next level of success is to find people who are already there and learn how they did it. What systems did they implement? What mistakes did they make that you can avoid? How did they overcome what looks to you like an impossible barrier to success? What can you ‘rip-off-and-deploy’ today in your practice to catapult you to the next level?

The Perfect RIA Panel of Success is your chance to learn from and interact with rockstar advisors who are crushing it every day in their practice. Well, not EVERY day as each of our panelists takes great pride in spending more days out of the office than in the office, but you get the idea.

This is NOT for the faint of heart. If your goals for 2023 are to ‘add a couple of clients’ or ‘grow 10%’, you should probably skip this event. If, however, your goals include ‘double my practice’ or ‘take twice as much time off work’ or ‘add $250k of new revenue’ or ‘delegate twice as much’, then your best path to success is to learn from those who have already done what you are trying to do.

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College Aid Pro™ Presents:
The Future of Financial Aid

If you’re serving Gen X or Gen Y clients, college planning is key. 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, both for their kids and for themselves. Most advisors aren’t prepared to answer their questions and serve them effectively. Are you?

Your ideal clients need you to be informed about financial aid and student loans. They’re looking for answers. We have them. Join the profession’s leading experts on college funding and student loans to learn how you can attract and serve ideal clients by addressing their biggest financial concerns! Learn more about College Aid Pro™ Presents: The Future of Financial Aid on the registration page.

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Herbers & Company Presents: Business Performance Assessment Workshop

In this exclusive pre-conference workshop for #XYPNLIVE, Herbers & Company will help you re:imagine what’s possible with your advisory firm and fast-track your firm’s business performance based on your unique goals.

Learn how to pinpoint areas of strength and weakness to improve human capital, employee motivation, annual growth rates, profit margins, and business valuation. Each attendee will receive a custom 25-page business assessment, unique to their firm that will fast-track client acquisition and retention, income, and profits without wasting time and resources. You will learn how to use qualitative and behavioral data, expertise, and data intelligence to determine the best outcomes for improving your company marketing performance based on your goals. Learn more about Business Performance Assessment Workshop on the registration page. 

Dimensions of Investing

This half-day event is designed for advisors who are new to Dimensional and for those who want a refresher on foundational concepts. The conference provides attendees with an understanding of foundational principles, such as research on the dimensions of higher expected returns, Dimensional’s philosophy and integrated investment process, and how to communicate Dimensional’s investment philosophy. 

Advisors leave with a strong understanding of how Dimensional integrates financial science into their investment portfolios and how Dimensional can support their overall investment offering and client communication. Learn more about Dimensions of Investing.