You have questions, our expert coaches have answers. The highly coveted Coaches' Corner will be back in 2021—providing real solutions to address the pain points keeping you awake at night.
Test out your marketing ideas, hone your sales process, receive one-on-one compliance support, get help from our bookkeepers, and much more! Coaching clients share their pressing issues, and walk away with actionable takeaways to improve their firms.
Coaching sessions are available on a first-come, first-served basis. Confirmed attendees may register for one session of their choice, subject to availability. Attendees will receive an invitation via email based on when they purchased a conference pass.
Coaching sessions book quickly. For your chance to secure a spot in Coaches' Corner, get your #XYPNLIVE 2021 pass early!
"My 30 minutes with Jen in Marketing was the most valuable experience at the conference!"
"The most I got out of #XYPNLIVE was my coaching with Kingston for compliance. That was worth it for the whole stinking thing."
"Great input from Carolyn during my coaching session. Things I can do to further hone in on my niche."
"My coaching session with Katie was helpful. We discussed several items to consider for my website. I left with three different software solutions to explore."
XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >