re:imagine your firm with the help of an experienced coach
You've got questions, we've got experts. Get the answers you need from the coaches you love. The long-time favorite, Coaches' Corner will be back in 2022—providing real solutions to address the pain points keeping you awake at night.
Get advice on your fee structure, talk compliance concerns one-on-one, boost your bookkeeping, and much more! Sign up for coaching session and walk away with actionable takeaways to improve your firm.
How to secure a coaching spot
Confirmed attendees will receive an invitation via email in Septemberbased on when they purchased a conference pass.
Zone 1: First chance to book coaching for those who purchased a pass on or before 11/14/21.
Zone 2: Second opportunity to book coaching for those who purchased a pass between 11/15/21–2/28/22.
Zone 3: Third opportunity to book coaching for those who purchased a pass between 3/1/22–6/30/22.
Zone 4: Final opportunity to book coaching for those who purchased a pass on or after 7/1/22.
Confirmed attendees may register for one session of their choice, subject to availability. Coaching sessions are available on a first-come, first-served basis.
As an Account Manager for XY Bean Counters, Rhonda Moore specializes in onboarding and training, including all things QuickBooks Online. Rhonda loves QuickBooks Online, but she understands how setting up your books as an advisor can be a daunting task. In this session, Rhonda can review your chart of accounts and your book set up, determine if your books comply with your state’s regulatory requirements, or help you with specific issues you are experiencing.
Rhonda Moore
Rhonda Moore has been on the XYPN team since the beginning, first as a bookkeeping contractor and then as a team member for XY Bean Counters. Rhonda’s primary roles are to onboard new monthly bookkeeping clients and to set up and train XYPN members who choose to do their own bookkeeping. Rhonda has an Associate's Degree in Accounting and is a QuickBooks ProAdvisor. She believes that a good set of books holds the history of your company, reduces your stress during those state audits, and, of course, makes tax time less difficult. Rhonda especially enjoys working with Financial Advisors and will work with you to solve those pesky QBO issues you may be experiencing.
Do you want to get a better grasp on the concepts behind your bookkeeping and accounting? Or are you ready to get registered and submit your balance sheet to the state? Do you know if your state requires cash or accrual accounting, and what that means? Join XY Bean Counters Senior Director Daniel Adams and Senior Operations Specialist Danielle Simard to understand the accounting equation, debits & credits, and the basics of understanding what goes into your financial statements.
We Have to Talk: Mastering Difficult Conversations with Clients, Prospects, and Your Team
with Arlene Moss
Better communication is the answer to almost all of your challenges with the people in your life. Planning ahead for hard conversations is key to helping those conversations go more smoothly. Spend one-on-one time with XYPN Business Coach Arlene Moss creating your talking points and getting tips for how to best approach the conversations that are tripping you up. We can practice saying no to clients who are not a good fit. You can craft a conversation with an employee who needs to improve their performance. Let’s work on how you explain fee increases to your clients. Whichever conversation you need help with, Arlene is ready to help you find your words.
Arlene Moss
Arlene Moss has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations, so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model. Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way.
AUM? Flat fee? Hourly fee? As the number of fee options grows for advisors, so do the opportunities to structure your firm’s fee model profitably and affordably. In this one-on-one coaching session, XYPN Financial Planning & Process Coach Kathleen Boyd, CFP®, will help you explore the pros and cons of some of the most common fee structures adopted by XYPN members, so you walk away better equipped to select the optimal one based on the clients you want to serve.
Kathleen Boyd, CFP®
Kathleen Boyd, CFP®, is XYPN’s resident Financial Planning & Process Coach. She holds the CERTIFIED FINANCIAL PLANNER™ designation and possesses over 10 years of experience working for a variety of financial services firms. Kathleen is an Investment News’ “40 Under 40’ recipient,” and FA Magazine named her a "Top 10 Advisor to Watch." Outside of XYPN, Kathleen has written financial planning pieces for the Journal of Financial Planning and Michael Kitces’ Nerds Eye View blog and currently works as an adjunct professor teaching CFP® coursework at Oklahoma State University.
Get Professional Support in Managing Your Compliance Program
With Terria Heng or Patrick Noel
Do you lack confidence in the management of your compliance program or feel like you cannot keep up with the recurring tasks required to maintain compliance? XY Compliance Solutions Consultants Terria Heng and Patrick Noel are here to support registered investment advisors (large and small) by simplifying their compliance program, ensuring adequate policies and procedures are in place, and even helping to navigate state and SEC audits when they come up. In this session, you’ll discuss your compliance needs and challenges, learn how to save time, and build more confidence in managing your compliance program.
Terria Heng
Terria Heng is a Compliance Consultant on Team XY Planning Network, and she has spent her career in financial regulatory compliance. She started as a compliance consultant at a boutique compliance firm in Beverly Hills, CA, assisting breakaway brokers in transitioning from wirehouses to the independent RIA space. Terria was also a financial examiner at the Texas State Securities Board for six years. At XYPN, Terria assists firms with registrations, responding to regulatory inquiries and examinations, and provides ongoing compliance coaching to keep firms abreast of regulatory changes.
Patrick Noel is a Compliance Consultant on Team XY Planning Network, and he had eight years of regulatory experience with the Texas State Securities Board prior to joining the team. Today Patrick spends his time helping advisors work through compliance issues, respond to regulatory requests, and streamline their compliance program. In his personal time, Patrick likes to garden, do projects around the house, and relax with his wife and his three beautiful children.
Are you preparing to integrate investment management services into your financial planning practice? Or have you hired a TAMP and now struggle to get your first account live on the platform? Jeff Snodgrass, Managing Director of XY Investment Solutions can help you get ready for your rollout or get it moving forward.
Jeff Snodgrass
Jeff Snodgrass is the Managing Director of XY Investment Solutions (XYIS), which provides turn-key investment management solutions for time-savvy advisors ready to streamline their investment process. Jeff's favorite part about his job is connecting with the advisors XYIS serves and hearing stories of the success and achievements of their clients. When he's not optimizing the XYIS client experience or sharing his vast wealth of Orion knowledge, Jeff enjoys playing the piano and stays busy being the "best dad ever" to his four young kids.
