Follow this 3-step process to submit your session for consideration:
Our attendees want to learn how to best build, grow, and scale their financial planning firms.
They want to hear what sales and marketing tactics will connect them with the right clients.
They want the tools and processes to help them run their best firm while staying compliant.
And they want actionable advice presented in an interactive and engaging environment.
That's why each content session submission is required to include three key takeaways for session attendees.
The deadline for all tracks is Friday, April 2, 2021.
We will contact all applicants in the Spring of 2021.
Our sincere gratitude and a complimentary pass to #XYPNLIVE 2021.
If you've already purchased your pass for #XYPNLIVE 2021, we will be happy to refund you for your pass should your session be selected.
Yes—we are excited to receive all of your session proposals! We only ask you do not submit the same proposal for multiple content tracks.
Yes—the more the merrier! Please include the name for each speaker or panelist on your submission. Only those listed on the submission will be allowed to present if your session is selected.
Each submission must include the following to be considered:
Only speakers who are included on the session submission will be allowed to present if your session is selected.
Yes, you will have 48 hours after the notification of your session's acceptance to submit the following required speaker information. Please note, if your session has multiple speakers or panelist, each presenter will need to submit this information by the deadline: