XYPN PAUSE Business Strategy Summit

PAUSE 2020

Calling all PAUSE or Xcelerate attendees past and present! Spend a full day before #XYPNLIVE creating your action plan to take the next steps with your business. 

In this full-day, in-person event we’ll review the tools you created in XYPN PAUSE or Xcelerate. Hear from experts in human resources, firm valuation, and firm finances on how to go from the theory and diagnosis to implementing your plans for your firm.

Attendees of the PAUSE Business Strategy Summit will have the opportunity to:

  • Review what they’ve created in the previous 24 weeks (or previous iterations of PAUSE or Xcelerate) with a fresh view of transitioning their blueprint into concrete action.
  • Create a plan to reuse the skills and tools they have acquired through PAUSE or Xcelerate. 
  • Enjoy time with others in the same stage of business through break out sessions while learning from their peers and industry experts.

The Details

Date:
Saturday, Oct 10
Time:
8:00 am - 4:00 pm
Cost:
There is no additional cost to attend this event.
Who Should Attend:
PAUSE 2020, PAUSE 2019, and Xcelerate 2018 attendees are eligible to attend
Registration: 
Request an invitation through XYPN


 

With Presentations By
Click image to read speaker's bio

Arlene Moss
Malcolm Thomas
Alan Moore

Arlene Moss

Arlene Moss Is the Coaching Program Manager, AKA Head Cheerleader, at XYPN. Arlene began working with fee-only financial advisors over ten years ago.

She thrives on meeting clients where they are and working with a select group of planners to create businesses they dream of. Providing members with one-on-one and small group coaching makes every day a new adventure!

When not motivating clients you can find Arlene on her road bike, or trying to master the art of tandem bike riding without destroying her marriage. In the winter months she tries to get to the ski slopes as much as possible, hunting hidden bits of fresh powder amid the trees of Breckenridge.

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Malcolm Thomas

As XYPN's Director of Advisor Success, Malcolm is tasked with doing just that—helping advisors succeed. After graduating from Gettysburg College with a B.A in Management, Malcolm jumped straight into the financial services industry and never looked back. With a drive to help shape the future of financial planning and a passion for bringing financial advice to the next generation of clients, he has a lot in common with the advisors in the Network.

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Alan Moore, CFP®

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and president of Serenity Financial Consulting, a fee-only RIA and location independent financial planning firm. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.

Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015.″ He frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times.

He currently lives in Bozeman, MT so that he can hit the slopes on powder days.

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Schedule

Opening Remarks

Arlene Moss

8:00 - 8:15 am

Kick start a full-day of learning and hands-on creating with introductions and setting expectations to help make the PAUSE Business Strategy Summit as valuable as possible for you. 

Canvas Review: Revisiting Your Empathy Map, Value Proposition, and Business Model Canvas

Arlene Moss & Malcolm Thomas
8:15 - 9:00 am

Key Takeaways

  • Attendees will review what they’ve created in the previous 24 weeks (or previous iterations of PAUSE)
  • Attendees will have a plan to reuse the skills and tools they have acquired.

Setting Your Firm Goals

Arlene Moss & Malcolm Thomas
9:00 - 10:15 am

Key Takeaways

  • Attendees will identify or finalize their 2021 goals
  • Attendees will build an accountability plan, and identify tracking metrics

Building the Team to Build the Dream

Alan Moore
10:30 - 11:00 am

Key Takeaways

  • Attendees will learn the traits and skills to transition to being a great manager
  • Attendees will explore the concepts of hiring to get the right person doing the right thing to build your business

 

Workshop: Creating Your Org Chart, First Job Description, & 90-Day Onboarding Plan

TBA
11:00 am - 12:00 pm

Key Takeaways

  • Attendees will create or modify their firm org chart
  • Attendees will write a job description for the position of their choice
  • Attendees will create a template 90-day onboarding plan for their firm's new hires

Lunch on Your Own

12:00 - 1:30 pm

We encourage you to connect with fellow attendees and grab lunch at a location of your choice.

The Impact of Growth: Planning & Predicting Your Future

TBA
1:30 - 2:30 pm

Key Takeaway

  • Attendees will understand the ramifications of growth on common budget and revenue metrics as they apply at a variety of revenue levels

 

Setting Up Your Firm to Last

TBA
2:45 - 3:45 pm

Key Takeaways

  • Attendees will understand the option they have for creating a firm that lasts beyond their career
  • Attendees will learn how to take steps to select and implement their continuity/succession plan

Closing Remarks

Arlene Moss & Malcolm Thomas
3:45 - 4:00 pm

We'll close out the day setting your plans for accountability and next steps to help you implement what you've learned into your firms.

Take a break from working IN your business
to work ON your business