Pre & Post-Cons
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Add-on content
Two Ways to Keep Learning
All pre-cons are in addition to the main conference, priced separately, and run by third-party industry professionals. These programs will not be recorded or available on-demand.
Pre-Cons
Pre-Cons are additional training opportunities that take place ahead of XYPN LIVE at the Austin Marriott Downtown venue.
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Post-Cons
For advisors who want to stay in Austin, TX, Post-Cons are additional training opportunities happening after XYPN LIVE wraps
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7
Industry Experts
30+
hours of add-on content
22+
Pre- and Post-Con CE credits
Pre-Cons
Held between Tuesday, September 23 and Friday, September 25, Pre-Cons power you to walk into XYPN LIVE with more knowledge and inspiration under your belt.
Stay tuned! A tax planning Pre-Con with Holistiplan is coming soon, submit your interest.
Kinder Institute of Life Planning
The Seven Stages of Money Maturity® Training
Many financial planners struggle with understanding what keeps clients from following through on financial plans and advice. This two-day course dives into people’s actual decision drivers and unexamined biases toward money and teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives their relationship with money.
Using listening exercises and storytelling based on George Kinder's The Seven Stages of Money Maturity book, you’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.
Scott Frank, CFP®, CFA, RLP® | Founder, Stone Steps Financial
Mary Zimmerman | Owner, PATH Financial Strategies, LLC
$1,286 Early Rate, Ends July 26
SEP 23-24, 9:00 AM -5:30 PM CT
Limitless Advisor
Unlocking Organic Growth
A Proven Playbook for Driving Steady, Double Digit Growth
Organic growth isn’t just for the top firms. It’s available to any advisor—if you’re working from the right playbook.
In the past decade, organic growth has slowed dramatically across the advisory industry, dropping from 9% to just 3%. Many lifestyle advisors are left wondering: What marketing is best for me? How much time and money should I spend? How do I make sure it works? Where should I be marketing? How do I create a simple plan I can stick with?
This session is for advisors who want to create a growth engine that drives steady double-digit growth, simply and effectively.
This hands-on session delivers a clear, repeatable system for creating a steady stream of ideal clients—without burning out, outsourcing your voice, or relying on funnels that don’t fit your style. You’ll learn how to align your goals, clarify your ideal client, choose the right marketing channels, and build a simple but personalized Growth MAP™giving you a marketing action plan you’ll actually execute.
XYPN
The Strategic Client Review
Maximizing Joy, Impact, and Revenue in Your Established Practice
Feeling bogged down by client relationships that drain your energy or don't align with your financial goals? This intensive 3-hour workshop is designed for established financial planners like you who are ready to take a strategic look at their existing client base.
We'll move beyond simple revenue metrics and delve into a powerful evaluation framework using the XYPN Client Evaluation Matrix, inspired by the principles of the Eisenhower Matrix. You'll learn how to objectively assess each client based on two critical factors: the effective hourly rate they generate for your firm and the level of joy, fulfillment, and positive impact they bring to your work.
Through practical exercises and expert guidance, you'll gain clarity on which client relationships are truly serving you and your firm, and which may be hindering your growth and well-being. More importantly, you'll walk away with actionable strategies for engaging with clients in each quadrant – from nurturing high-joy, high-revenue relationships to strategically addressing those that fall short.
Finally, we'll introduce you to tools you can implement immediately to streamline your ongoing client evaluations. Learn how to proactively identify potential misalignment in the years to come, ensuring your practice remains filled with clients who bring both significant value and genuine professional satisfaction. Reclaim your time, energy, and passion for financial planning by mastering the art of strategic client management.
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Dimensional Fund Advisors
The Science, The Art and The Practice of Investing
The Science, The Art, and The Practice of Investing shares insights across all three aspects of achieving a successful investment experience. This half-day event is designed for planning-focused advisors who are exploring ways to more closely connect investment solutions to their clients’ goals and financial plans. This event is designed for both advisors who are new to Dimensional and those who want a refresher on foundational concepts. The conference provides attendees with an understanding of the science behind foundational investment principles, the art of bringing those ideas to life in live portfolios, and the practice of coaching and educating clients throughout their investment journey.
Advisors leave with a strong understanding of how Dimensional integrates financial science into their investment portfolios, tools, and lessons on how to communicate investments to their clients, and insights on mapping out their firm's future growth.
All financial planners and advisors are welcome, with or without an existing relationship with Dimensional.
Book Launch Party
Your Money: Reimagining Wealth Through Simple Sketches
This special pre-conference session is a rare opportunity to engage directly with Carl Richards—creator of the iconic Sketch Guy column in The New York Times—in an intimate, interactive setting focused on his upcoming book, Your Money: Reimagining Wealth Through Simple Sketches (October 2025). Attendees at this pre-con will be the first that will get access to this book!
Designed specifically for financial advisors, this 90-minute conversation-style session invites attendees behind the scenes of Carl’s newest work. He’ll share early insights, never-before-seen sketches, and the big ideas that shaped the book—ideas that advisors can immediately apply in their own client work.
Whether you're new to Carl’s work or a longtime fan, this is more than a talk—it’s a collaborative experience that sparks insight, sharpens communication, and encourages financial advisors to think differently.
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XYPN
SEO in the Age of AI
How to Create Content That Ranks—and Converts
As AI tools like ChatGPT reshape how people search for and consume information, your SEO strategy needs to evolve too. In this hands-on pre-conference workshop, XYPN’s Senior Director of Sales & Marketing Operations, Sam McCue, will dive into the new rules of SEO in an AI-driven world.
You'll learn how AI is changing search behaviors, how to adjust your keywords and content to stay competitive, and how to drive traffic from AI tools back to your website. Expect a tactical, no-fluff session packed with real examples, practical techniques, and specific steps you can take to protect—and grow—your online presence.
Kinder Institute of Life Planning
Life Planning Mastery
Feel more connected to the Life Planning community dedicated to building client-centered practices. Life Planning Mastery is a one-day seminar for Kinder Institute of Life Planning’s EVOKE® training graduates and Registered Life Planner® professionals that connects you to our trainers and other practitioners seeking to deepen their knowledge and skillset.
This program highlights the latest teaching principles, lets you practice your life planning skills with colleagues, gives you opportunities for feedback from peers and trainers, and will reinvigorate your life planning practice (and life plan!)
$445 Early Rate, Ends July 31
SEP 28, 9:00 AM -5:00 PM CT
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