Coaches' Corner

Customized solutions for your firm from the experts who know best

 
 
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Personalized advice from our expert coaches.


You have questions, our expert coaches have answers. The highly coveted Coaches' Corner will be back in 2021—providing real solutions to address the pain points keeping you awake at night. 

Test out your marketing ideas, hone your sales process, receive one-on-one compliance support, get help from our bookkeepers, and much more! Coaching clients share their pressing issues, and walk away with actionable takeaways to improve their firms.

How to secure a coaching spot.


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 10/18/20. 
  • Zone 2: Second opportunity to book coaching for those who purchased a pass between 10/19/20–12/31/20. 
  • Zone 3: Third opportunity to book coaching for those who purchased a pass between 1/1/21–3/31/21. 
  • Zone 4: Final opportunity to book coaching for those who purchased a pass between 4/1/21–7/1/21.

Coaching sessions book quickly. For your chance to secure a spot in Coaches' Corner, get your #XYPNLIVE 2021 pass early!

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What past coaching clients are saying...
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 #XYPNLIVE was my 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."

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