Meet Your Speakers

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Speakers coming soon

Ready to put insight into action? XYPN LIVE schedule is built to connect you with the best and brightest financial planning experts in the industry. Learn more about the schedule →

Speakers from past conferences 

2025 keynote

Your Money: Reimagining Wealth Through Simple Sketches

Carl Richards, CFP®  | Author, Behavior Gap 

Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable.

2025 keynote

25 Questions for Better Client Connection

Dr. Meghaan Lurtz, Ph.D. | Financial Psychology Thought Leader

Dr. Meghaan Lurtz, Ph.D. is a leading global expert on the psychology of financial planning. 

2024 keynote

Spend Shame to Spend Success: A Modern Life Stage Dialogue

Dr. Preston Cherry | Concurrent Financial Planning

Dr. Cherry is the Founder & President of Concurrent Financial Planning.

2024 keynote

Advisor to CEO: How to Level Up by Thinking Like a Business Owner 

Libby Greiwe | The Efficient Advisor

Libby Greiwe scaled into a 7-figure single-advisor firm while working only 25 hours a week. 

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.