Tech Boot Camp
 
 

Leveraging XYPN's Tech Stack for Your Business

XYPN is bringing together our core technology partners for a one-day post-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 40-minute sessions led by each of our partners, you will receive best practices for integrating into your business and enhancing your client experience with the technology.

Why Attend

  • Learn core functionality and system best practices from XYPN technology partners 
  • Understand how to integrate these core systems into your business  
  • Share best practices with other XYPN members who are using these systems

Emily PurdonThese sessions will be designed for existing users of the technology and you will be able to get all of your questions answered while learning how other members are leveraging our tech stack.

Hosted by Director of XY Tax Solutions, Emily Purdon

The Details

Date
Thursday, Oct 15
Time 
10:00 AM - 1:30 PM CT
Cost 
There are no additional fees association with this event.
Register  
Click here to register
Attendees will be asked to indicate which partner sessions they plan to attend

With Presentations By:

Wealthbox
RightCapital
Capitect
AdvicePay
XY Archive

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.

×
 

Presentation Schedule

Choose to attend the whole day or only the sessions for the technology you use.

Improving Your Productivity with Wealthbox

10:00 - 10:40 AM CT
How do you set up your day and plan for success? Optimize your Wealthbox workflow to quickly navigate to contacts, log notes, set up your sales process, manage your to-dos using tasks and workflows, and prioritize clients using reports.
 
 

Illustrating Planning Scenarios: A review of new product features in RightCapital

10:45 - 11:25 AM CT
RightCapital uses complex models to solve clients’ problems while presenting the results in a simple and intuitive way.
Through a review of alternative planning scenarios and product improvements, the RightCapital team will demonstrate how to best leverage this software with your clients. The inside scoop on saving time and winning more clients will be discussed; specifically, client meeting and client portal best practices and how to successfully introduce RightCapital to your clients.
 
 

Modern Performance Reporting and Billing For XYPN Members with Capitect

11:30 - 12:10 AM CT
Managing client assets? Learn how to use Capitect's modern performance reporting and client billing solutions to meet the demanding expectations of today’s clients.
 
 

Get Paid For Your Advice with AdvicePay

12:15 - 12:55 PM CT
We will review how financial planners are using AdvicePay in their firms and give a brief demo of how to seamlessly onboard clients.
 
 

Communicating Compliantly with XY Archive

1:00 - 1:30 PM CT
Archiving can feel overwhelming—but it doesn’t have to! In this short session, you’ll learn everything you need to archive with XY Archive. We’ll cover the basics, like adding sources, viewing your data, and downloading your archives, as well as showcasing multi-user functionality and data monitoring for larger firms.
 

Take a break from working IN your business
to work ON your business
GET YOUR PASS

Home

About XYPN

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

Learn more about XYPN >

Past Conferences

Best Conferences For Top Financial Advisors To Attend In 2020 – Rankings From Nerd’s Eye View
© 2024 XYPN