Pre-Cons & Post-Cons

Maximize your experience by attending add-on events

 

The Deets:

Held on Saturday, October 8, and Tuesday, October 11, Pre- and Post-Cons power you to take away even more knowledge and inspiration from your conference experience. Show up early or stay late to get ahead.

Registration and payment for these events are handled directly through their organizers. All Pre- and Post-Cons are in addition to the main conference and are priced separately. These programs will not be recorded or available on-demand. More information on the speakers can be found by clicking their headshots. 

 

Pre-Cons: Friday, October 7 & Saturday, October 8


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.


Presented By:

Event Details

Location: In Person
Date: October 7-8, 2022
Time: 9:30 AM – 6:30 PM MT (Friday); 8:30 AM – 5:30 PM MT (Saturday)

Early bird:

$945*

*Early bird pricing is available through August 7, 2022. Standard rate is $1095.

Register Now

Mary Zimmerman
Mary Zimmerman, CFP®, RLP®
Scott Frank
Scott Frank, CFP®, CFA, RLP®
Cristina Livadary
Cristina Livadary, CFP®, RLP®

Mary Zimmerman, CFP®, RLP®

Mary Zimmerman has a passion for talking about money and meaning. This passion has taken her around the globe, most recently to India, to lead The Seven Stages of Money Maturity® Training, based on the work of George Kinder. She is the owner of PATH Financial Strategies, LLC, in Chandler, Arizona. PATH is an acronym for “planning at the heart.” Mary is one of the founding members of the Kinder Institute of Life Planning and is the first certified faculty member of the Institute in the United States. She is a former board member of the Financial Planning Association of Greater Phoenix and is trained in The Art of Hosting Conversations about Money. She is certified in Levels I and II of Spiral Dynamics. Mary is a member of the National Association of Tax Professionals, the National Society of Accountants, American Mensa, and the Nazrudin Project, a global think-tank of CFP® certificants and other professionals dedicated to the human and spiritual aspects of money.
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Scott Frank, CFP®, CFA, RLP®

Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life. He is passionate about pursuing a life-long learning model in order to best serve his clients and holds the Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Registered Life Planner (RLP®) designations. Scott was named to Investment News 40 under 40 in 2019 and has contributed to numerous articles on personal finance for the Los Angeles Times, CNBC, the Washington Post, and USA Today. When he’s not helping clients pursue their financial goals, you’ll find Scott co-hosting, Real Personal Finance, where he and another financial advisor break down listener’s personal finance questions into easily digestible answers, training advisors the EVOKE® process at Kinder Institute of Life Planning, surfing, or hanging out in Cardiff, where he lives with his wife and two boys.
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Cristina Livadary, CFP®, RLP®

Cristina Livadary is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Today, she is the CEO & Co-Founder of Mana Financial Life Design and believes that even greater success can be achieved by solving issues holistically – with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world.
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Pre-Cons: Saturday, October 8


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.


Presented By:

Event Details

Location: In Person 
Date: October 8, 2022
Time: 8:00 AM – 5:00 PM MT

Standard:

$399

Preferred:

$599

Platinum:

$999

Additional package details can be found via the registration page at the link below. 

Register Now

Benjamin Brandt-1
Benjamin Brandt, CFP®
Micah Shilanski
Micah Shilanski, CFP®
Matthew Jarvis
Matthew Jarvis, CFP®
Steven Jarvis
Steven Jarvis, CPA

Benjamin Brandt, CFP®

Host of Retirement Starts Today Podcast; Owner of Capital City Wealth Management; Increased his revenue per hour worked by 4x over last 3-years; Stopped taking new clients last year after reaching $100M of AUM; Leader of Dad-Visors Mastermind; Recognized by Michael Kitces on Kitces.com/181.
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Micah Shilanski, CFP®

Creator of Plan-Your-Federal-Retirement.com; Financial Planner, CFP®, RFC® at Shilanski and Associates, Inc.; Co-founder of The Perfect RIA and Retirement Tax Services; Recognized by Michael Kitces on Kitces.com/110; In office just 4-months annually; Holds 187 client meetings per 6-week surge session.
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Matthew Jarvis, CFP®

Author, Deliver Massive Value; Financial Planner, CFP® at Jarvis Financial; 2021 Gross of $2m; Transitioned 90% of clients to Jr. Advisor; Co-founder of The Perfect RIA and Retirement Tax Services; Most popular Kitces Podcast guest in 2017 and 2021; Coached hundreds of advisors to new levels of success.
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Steven Jarvis, CPA

Host of Retirement Tax Services Podcast and Co-Host of Retirement Tax Podcast. Steven is often invited as a speaker to conferences organized by organizations like NAPFA, AssetMark, Riskalyze etc. Regularly publish articles for U.S News and Advisor Perspectives.
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XYPN Annual Planning Retreat

What’s your vision for building your firm? Will it let you and your team live a lifestyle you love? And what are you going to do in the next year to get there? Join Arlene Moss, XYPN’s Executive Business Coach, and Kori Lennon, Director of Advisor Education, for an XYPN Annual Planning Retreat and develop a clear vision for the future of your firm. 

When you spend all day working in your business, it’s hard to find the time to work on your business. Step away from the day-to-day distractions of your firm and spend a full day focused on figuring out what matters most. In working sessions, you’ll create a strategic plan for 2023 to achieve the revenue and lifestyle goals that are unique to you. 

You’ll begin with a focused session on your vision, mission, and values, and then set growth goals that align with your firm. We’ll identify the key performance indicators to track your progress and map the annual and quarterly goals you need to achieve to move forward. We’ll wrap up with best practices to manage your time and care for your people and culture to ensure that you, your team, and your clients all live your great lives. Best of all, you’ll walk away with frameworks for regular check-ins and quarterly retreats to keep you on track throughout the year ahead.

During the XYPN Annual Retreat, you’ll: 

  • Refine your firm’s mission, vision, and values.
  • Define your unique vision and priorities for 2023. 
  • Map the strategic initiatives and quarterly goals that will elevate your firm’s performance.
  • Identify the KPIs that will help you achieve the best outcomes. 
  • Gain pro tips to tackle your pain points in 2023.
  • Improve your efficiency and learn how to build a firm culture you love.
  • Leave with agendas for regular check-ins and quarterly retreats to keep you on track.

Presented By:

Event Details

Location: In Person 
Date: October 8, 2022
Time: 9:00 AM – 4:00 PM MT 

$249*

*$99 for additional teammates.

Register Now

Arlene Moss
Arlene Moss
Kori Lennon
Kori Lennon

Arlene Moss

Arlene Moss, XYPN’s Executive Business Coach, has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model. Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way. Arlene is based in Colorado Springs, Colorado.
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Kori Lennon

Kori Lennon, Director of Advisor Education, leads XYPN’s team of expert coaches to help members build and run thriving fee-for-service firms. Kori has a Master’s degree in Education from Harvard University, and has designed workshops, trainings, and academic courses on leadership, management, well-being, and professional ethics. Prior to joining XYPN, she worked in higher education, conducting executive search and hiring processes, leading employee communications, and coordinating behavioral interventions and crisis response. She’s facilitated more retreats than she’d like to admit, and has a deep dislike of icebreaker activities. Kori is based in Bozeman, Montana.
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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.


Presented By:

Event Details

Location: In Person 
Date: October 8, 2022
Time: 9:00 AM - 5:00 PM MT

FREE

Register Now

Joe Messinger
Joe Messinger, CFP®, ChFC®, CLU®

Joe Messinger, CFP®, ChFC®, CLU®

Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™. Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college. This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice! As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.
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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

Event Details

Location: In Person 
Date: October 8, 2022
Time: 1:00 - 3:30 PM MT

$295

Register Now

Angie Herbers
Angie Herbers
Brandon Moss
Brandon Moss, CFP®
Sonya Lutter
Dr. Sonya Lutter, Ph.D, CFP®

Angie Herbers

Angie Herbers is founder and managing partner of Herbers & Company, a full-service strategy, management, and innovation consulting firm serving financial advisory firms across the globe. She brings two decades of experience consulting, researching, and training financial advisory firms to long-term, scalable growth. To learn more, you can visit: www.herbersco.com. Herbers’ is a veteran writer for the advisory industry. Her research and writing have been featured in numerous trade publications across the world. Investment Advisor magazine has named Herbers one of the “Top 25 Most Influential People in the Advisory Industry” numerous times over the past fifteen years.
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Brandon Moss, CFP®

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Dr. Sonya Lutter, Ph.D, CFP®

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Post-Con: Tuesday, October 11


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.

Event Details

Location: In Person 
Date: October 11, 2022
Time: 2:15 - 5:15 PM MT

FREE

Register Now


Take a break from working IN your business
to work ON your business