Expert-advice specific to your firm's needs
Come to #XYPNLIVE ready to ask any questions that have been keeping you up at night, and leave armed with real solutions for your business. Receive individualized help in a one-on-one or small group session of your choice. Thirty-minute sessions will cover common pain points such as compliance, bookkeeping, marketing, and more. You will leave with actionable takeaways to improve your firm.
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.
To be among the first to register for Coaches' Corner, get your #XYPNLIVE 2020 pass early!
"My 30 minutes with Jen in Marketing was the most valuable experience at the conference!"
"The most I got out of it [#XYPNLIVE] was my one-on-one 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 >
