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Join us in Austin September 25-27, 2025!
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Schedule

Looking for a jam-packed conference schedule?

Look no further.

At XYPN LIVE, you'll find your fit with acclaimed keynotes, peer-to-peer networking opportunities, and relevant content sessions all primed to deliver the connections, content, and solutions you’ve been looking for. 

Let’s connect you to the right experts to leverage your skills, maximize your existing tech, and discover fresh new ways of serving your clients.

 

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Schedule

Whether you’re a firm of one or 100, see for yourself what's in store, and leave with a new spark for your work.

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Building & Scaling Sample Schedules 

For the firm owner gearing up to scale

For the firm owner gearing up to scale

 

For the firm owner with a solo or boutique firm (and like it that way)

For the firm owner with a solo or boutique firm (and like it that way)-1

 

For the boutique & solo firm owner looking to outsource

For the botique & solo firm owner looking to outsource

 

For the firm owner who is ready to hire

For the firm owner who is ready to hire-1

 

For the firm owner who is building a team

For the firm owner who is building a team-1

 

For the scaling firm owner

For the scaling firm owner

 

 

Working ON Your Firm Sample Schedules 

For the firm owner going all-in

For the firm owner going all in

 

For the firm owner honing a niche

For the firm owner honing their niche-1

 

For the firm owner looking to double-down on marketing

For the firm owner looking to fix their (marketing) funnel-1

 

For the firm owner looking to automate and optimize

For the client-focused firm (2)-1

 

For the client-focused firm

For the client-focused firm

 

For the CE-focused

For the CE-focused-1

 

There's a lot to keep track of as a firm owner.

Take a break from working IN your business to work ON your business.
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XYPN Makes It Possible

XYPN is the leading network for fee-for-service financial advisors who want to serve next generation clients by providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a community for new and established financial advisors who want to serve the next generation. XYPN supports its members by providing compliance support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >

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