Coaches' Corner

Expert-advice specific to your firm's needs

Coaches Corner with Scott Gill

Free 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

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
  • 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!

Coaches Corner - Katie and Eric
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.