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.
Coaches will be announced through June. Check back often to see whose corner has been added!
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!
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 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 take-home resources & 21 years of marketing experience to your session.
If you blog regularly, you know it takes a lot of time and a lot of 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 Senior Communications Specialist/Editor-in-Chief Kelly Moorman to check the health of your blog, learn how to maximize your blogging efforts, identify opportunities for conversion, and learn a new trick or two.
Your website is crucial to marketing your firm and attracting your ideal clientele. XYPN's highly experienced 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.
Connecting with your prospect is key as you work to both share your value and learn about what is important to them. Whether at a first meeting or follow up session, work with XYPN Sales Coach BB Webb on how to build rapport, create conversational flow and match the behavioral style of your prospect. She’ll guide you on how to map out a plan and intent for each interaction you have as you work to convert your prospect to soon a ‘raving fan’ client!
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.
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 The Compliance Manual, Succession Planning, Advertising & Social Media Marketing, and More!
Are you thinking internships and residency programs are only for the big dogs? Not true! A solo shop or small RIA can launch an internship program. Struggling because you are 100% virtual to see how to put a program in place? We can discuss that too! Connect with XYPN Executive Business Coach Arlene Moss to dig into your specific dreams for your program and the impact you want to have on the industry.
"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.
