Coaches' Corner

Customized solutions for your firm from the experts who know best

 
 
Coaches Corner with Scott Gill

You have questions — our coaches have answers.

Come to #XYPNLIVE(ish) with the questions that have been keeping you up at night and leave armed with real solutions for your business. This year, 54 advisors will have the opportunity to be coached by one of 18 experts on everything from blogging to bookkeeping. The best part? With our unique open coaching format, everyone can benefit from the expert advice of our coaches, whether or not you're in the hot seat. Each 20-minute interactive session will cover a common pain point—compliance, bookkeeping, marketing, you name it. Whether you're working one-on-one with a coach or you're just listening in, you'll leave Coaches' Corner with actionable takeaways to improve your firm.

 


How to Register

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

  • Zone 1: First chance to book coaching for those who purchased a pass on or before 10/15/19. Attendees will receive invitation email 9/14.
  • Zone 2: Second opportunity to book coaching for those who purchased a pass between 10/16/19–3/1/20. Attendees will receive invitation email 9/16.
  • Zone 3: Third opportunity to book coaching for those who purchased a pass between 3/2/20–7/1/20. Attendees will receive invitation email 9/18.

Coaching sessions book quickly. For your chance to secure a spot in Coaches' Corner, get your #XYPNLIVE(ish) 2020 pass early!

Coaching sessions have limited availability, but all attendees are welcome to listen in on the sessions, no registration necessary. 

Coaches Corner - Katie and Eric

Marketing & Sales

 

Ideal for Advisors in the Preparing and Implementing Business Phases

Lindsey Harrington

Developing Your Ideal Client Avatars

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

From your email campaigns to your blogs, if you don't have clearly defined client avatars, you'll find yourself up the creek without a paddle. Client avatars are a non-negotiable part of your marketing strategy and will help you not only define the best prospects for your firm but also inform your marketing content. Your client avatars will set you up for success and give you the insight you need to communicate in a way that will resonate with prospects and drive them to action. Meet with Lindsey White, XYPN’s Email Marketing Manager, to learn how to discover, define, and create the ideal client avatars for your firm.

Katie DeMars

The Anatomy of a Highly-Converting Website

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Your website is crucial to marketing your firm and attracting your ideal clientele. XYPN’s Marketing Systems Administrator and former webmaster Katie DeMars will review your website with fresh eyes and evaluate it for best practices and ADA standards. You're sure to leave Coaches' Corner with a handful of recommendations that may make a world of difference.

BB Webb

Hone Your Sales Process

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Connecting with your prospects is key as you work to share your value and learn about what matters to them. Together with XYPN Sales Coach BB Webb, you'll learn how to build rapport, create conversational flow, and match the behavioral style of your prospects. BB will guide you on how to map out a plan and intent for each interaction you have as you work to convert your prospects to "raving fan" clients.

 

Ideal for Advisors in the Building and Scaling Business Phases

Jen Mastrud

Content Marketing Assessment

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Are you creating great content, but not gaining clients? Stop banging your head against the wall and get some expert advice. XYPN Senior Director of Sales & Marketing Jen Mastrud will talk personas, marketing funnels, SEO, and more while assessing your inbound strategy. Jen will look for opportunities to iterate on your current efforts and, if necessary, give you the hard, cold truth if there's something off-putting in your approach. Jen will bring a package of downloadable resources (plus 21 years of marketing experience) to your session.

Kelly Moorman

You're Blogging, But Is Your Blog Bringing in Clients?

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

If you blog regularly, you know it takes a lot of time and even more hard work. What you might not know is that your blog should be working just as hard for you as you are for it. Sit down with XYPN Director of Brand Communications Kelly Moorman to check the health of your blog, learn how to maximize your blogging efforts, identify opportunities for conversion, and take home a new trick or two.

Carolyn Dalle-Molle

Put Your Marketing Idea to the Test

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Do you have a new idea for your marketing, but are unsure if it will work? Put your idea to the test. Meet with Carolyn Dalle-Molle, XYPN's Marketing Coach, to learn how to turn your exact marketing idea into an actionable, informative experiment. Carolyn will take away the risk of total failure and equip you with everything you need to make sure each new idea helps move your marketing forward.

 
 

Compliance & Operations

 

Ideal for Advisors in the Preparing and Implementing Business Phases

Shelby Brown

Compliance Program Review

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Reviewing your compliance program on a regular basis is an essential component to maintaining your firm’s compliance and ensuring your policies and procedures evolve with your firm. XYPN Compliance Consultant Shelby Brown will be available to discuss and review the different elements of your compliance program including your compliance manual, succession planning, advertising and social media marketing, and more.

Kendra Rehm-Dehn

Prepare to Register Your Firm

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Getting your firm registered is a big step toward launching your business. Lucky for you, XYPN's in-house Compliance Team is stacked with experts like Compliance Specialist Kendra Rehm-Dehn who routinely help advisors prepare for and navigate the state initial registration process. Developing your services and determining how you will be compensated carries many compliance considerations that vary widely across all 50 states. Kendra can help you better understand these considerations and how they impact your desired service and fee arrangements. She'll work with you to understand the initial registration process and will provide you with guidance to assist you in preparing to get your firm registered in the state where your principal place of business will be located.

Hayley Stewart

A Guide to Your State's Financial Reporting Requirements

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Did you know that every state has different financial reporting requirements? If you didn't, you aren't alone. Connect with FABC Senior Accountant Hayley Stewart to discuss your state's reporting requirements. She'll help you determine if you are recording income and expenses correctly within your accounting software, and more. At the end of this session, you'll be confident that you're handling your books the right way and can rest easy knowing you can provide accurate reports to state regulators at any moment. 

 

Ideal for Advisors in the Building and Scaling Business Phases

Dan Keslin

Accrual-Based Accounting

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

What is accrual accounting? Does your state’s regulatory body require you to accrue income out to different periods? Sign up to learn the ins and outs of accrual based accounting with Manager of FA Bean Counters Dan Keslin. We can discuss what accrual accounting is, how to do the math, how to make everything work in Quickbooks, and how to check your work to make sure income is reported correctly.

Scott Gill

Operations Best Practices for Your Compliance Program

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Firms that have sound operational workflows generally find their compliance programs to be more efficient and less obstructive to the process of growing the business. There is a tremendous overlap between the process of running the firm and the effectiveness of policies and procedures that are designed to supervise the firm's activities. Join Scott Gill, XYPN's Senior Compliance Consultant, to gain access to best practices for streamlining compliance operations.

Travis Johnson

Navigating RIA Compliance & Regulation — What Does It Mean for YOUR Firm?

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

As an RIA, you know you're subject to various rules and regulations, either those set forth by the SEC or your appropriate state regulatory authority. One of the most common challenges among advisors is figuring out how to take those rules and regulations and apply them to the specifics of their firm. Travis Johnson, XYPN's Director of Compliance, will walk you through how to think about investment adviser regulation and how to most appropriately comply with the rules when considering the specifics of your firm in order to avoid unnecessary burden while at the same time ensuring your firm stays compliant.
 
 

Practice Management

 

Ideal for Advisors in the Preparing and Implementing Business Phases

Michael Law

Understanding S Corp Elections

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Is your firm considering becoming an S corp? Or maybe you're contemplating combining your S corp with a Solo 401(k) to maximize your retirement plan contributions? Both of these decisions can save on self-employment taxes and help you funnel more money into retirement. To find out how, sit down with XY Tax Solutions Senior Tax Manager Michael Law. (To get the best estimate of just how much you can save, come prepared to discuss what financial planners earn in your area.)

Rhonda Moore

QuickBooks Online Bookkeeping

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

As QuickBooks Online Certified Pro Advisor Rhonda Moore says, “I love QuickBooks Online but, like my husband, it does have its quirks.” In this session, Rhonda will walk you through the quirks, help you with your QuickBooks Online set up, or simply answer questions if you’re still in the planning phase. Together, you and Rhonda will review your chart of accounts as well as your process for accepting payments, categorizing downloaded transactions, or correcting a posting error. 

Lisa Asher

Simplify and Implement Investment Management Services in Your RIA

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Wondering whether it makes sense to offer investment management services to your client? Or do you know you want to, but aren't sure where, or how, to begin? Maybe you're worried it will take your focus away from financial planning. Maybe you're unsure if you have the right tools. Or maybe you don't fully understand what a TAMP even does. Join Managing Director of XY Investment Solutions Lisa Asher to work through a framework to help you answer these questions and help you deliver more value to your clients.

 

Ideal for Advisors in the Building and Scaling Business Phases

Arlene Moss

Launch (or Improve!) Your Internship or Residency Program

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Contrary to popular belief, internship and residency programs aren't just for the big dogs. A solo shop or small RIA can launch an internship program, and XYPN Executive Business Coach Arlene Moss has the success stories to prove it. If you've dreamed of putting a program into place but have struggled with getting it off the ground, Arlene will help you create a path forward so you can amplify your already powerful impact on our industry.

Mario Nardone

Fine-Tune Your Investment Philosophy

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Are you debating the merits of passive versus active management? Do you wonder whether your investment models have enough diversification? Should you add alternative asset classes? How should you just adjust your asset allocations in the current market cycle? Managing portfolios for clients is a long-term game and XY Investment Solutions Chief Investment Strategist Mario Nardone is here to guide you with market insights and best practices.

Jeff Snodgrass

Optimize Your Orion Workflows

All one-on-one coaching sessions booked | Listen in live Tuesday, October 13

Join XY Investment Solutions Senior Orion Consultant Jeff Snodgrass to explore your firm’s Orion workflows, uncover new features, and learn best practices for leveraging the world-class Orion platform. This session is intended for current Orion Essentials users only.

 
 
Hear from past coaching attendees
Paul Sydlansky

Paul Sydlansky

Founder - Citrine Capital

"My 30 minutes with Jen in Marketing was the most valuable experience at the conference!"
 

Andre LaPlante

Andre LaPlante

Co-founder - Capital Design Private Wealth

"The most I got out of #XYPNLIVE was my coaching with Kingston for compliance. That was worth it for the whole stinking thing."

Christine Centeno

Christine Centeno, CFP®

Founder - Simplicity Wealth Management

"Great input from Carolyn during my coaching session. Things I can do to further hone in on my niche."
 

Mark Wilson

Mark Wilson, CFP®

Founder - MILE Wealth Management

"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."

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