Coaches' Corner

Expert-advice specific to your firm's needs

Coaches Corner - Scott - brightFree Private Coaching is Back

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.  

How to Register

Coaches Corner - Katie and EricCoaching 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
  • Zone 2: Second opportunity to book coaching for those who purchased a pass between 10/16/19 - 3/1/20
  • Zone 3: Third opportunity to book coaching for those who purchased a pass between 3/2/20 - 7/1/20
  • Zone 4: Last opportunity to book coaching for those who purchased a pass after 7/2/20

Coaching sessions book quickly.
To be among the first to register for Coaches' Corner, get your #XYPNLIVE 2020 pass early!

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 it [#XYPNLIVE] was my one-on-one 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.