--- title: "#XYPNLIVE Coaches' Corner" description: "We want you to leave #XYPNLIVE armed with real solutions for your business. Free private coaching is back!" image: https://live.xyplanningnetwork.com/hubfs/xypn_LIVE_19_color-01.png --- ## Looking to attend XYPN LIVE 2026? Join us in San Diego September 29 - October 1, 2026! [Take me to LIVE 2026 →](https://live.xyplanningnetwork.com/) [![Take Me to LIVE 2024 →](https://no-cache.hubspot.com/cta/default/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f.png)](https://cta-redirect.hubspot.com/cta/redirect/2275467/6dad2250-83fc-43f4-97ca-51dac5ed5b8f) # Coaches' Corner - ![Scott Coaches' Corner](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE%202019/_MG_1890.jpg "Scott Coaches' Corner") - ![Ivy Coaches' Corner](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE%202019/_MG_1900.jpg "Ivy Coaches' Corner") - ![Carolyn Coaches' Corner](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE%202019/_MG_2414.jpg "Carolyn Coaches' Corner") ## Free Private Coaching is Back Come to #XYPNLIVE ready to ask any questions that have been keeping you up at night, and leave armed with real solutions for *your* business. Receive individualized help in a one-on-one or small group session of your choice.  Thirty-minute sessions will cover common pain points such as compliance, bookkeeping, marketing, and more.  You will leave with actionable takeaways to improve your firm.   ### Sales/Marketing ### ![Jen-Mastrud](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Jen-Mastrud.jpg?width=200&height=201&name=Jen-Mastrud.jpg)Content Marketing Assessment Are you creating great content, but not gaining clients? Stop banging your head against the wall and get some expert advice. XYPN Director of Marketing Jen Mastrud will talk personas, marketing funnels, SEO and more while assessing your inbound strategy. Jen will look for opportunities to iterate on your current efforts and, if necessary, give you the hard, cold truth if there's something off-putting in your approach. Jen will bring a package of take-home resources & 21 years of marketing experience to your session.   ### ![XYPN Katie DeMars Headshot](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/KatieDeMars.jpg?width=200&height=200&name=KatieDeMars.jpg)Website Review Your website is crucial to marketing your firm and attracting your ideal clientele. XYPN's highly experienced webmaster will review your website with fresh eyes and evaluate it for best practices and ADA standards. You're sure to leave Coaches' Corner with a handful of recommendations that may make a world of difference.     ### ![XYPN Carolyn Dalle-Molle headshot](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/CarolynDalleMolle.jpg?width=200&height=200&name=CarolynDalleMolle.jpg)Put Your Marketing Idea to the Test Do you have a new idea for your marketing, but are unsure if it will work? Put your idea to the test. Meet with Carolyn, XYPN's Marketing Coach, to learn how to turn your exact marketing idea into an actionable, informative experiment. Carolyn will take away the risk of total failure and equip you with everything you need to make sure each new idea helps move your marketing forward.     ### ![BBWebb](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/BBWebb.jpg?width=200&height=200&name=BBWebb.jpg)Effectively and Confidently Communicating Your Value How are you communicating your value to prospects and clients? XYPN's Sales Coach BB Webb will work with you on how to best connect with your clients and prospects using behavior selling, consultative questions, and active listening.     ### Compliance/Operations ### ![Scott Gill](https://live.xyplanningnetwork.com/hs-fs/hubfs/Blog%20Images/Advisor%20Blog%20Images/Scott%20Gill.png?width=200&height=200&name=Scott%20Gill.png)Social Media Compliance Marketing and advertising regulations as set forth by SEC guidelines were not created with Facebook, Twitter, and Instagram in mind. Meet with XYPN's Senior Compliance Consultant Scott Gill to discuss ways you can use this powerful marketing tool for your business without running afoul of compliance regulations.     ### ![Kingston Hollman](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPN%20LIVE/2019/XYPN%20LIVE%202019/Speaker%20Images%20-%20200x200%20circle/Kingston%20Hollman.png?width=200&height=200&name=Kingston%20Hollman.png)Preparing for a Regulatory Audit Compliance is part of your firm's culture and not a "check the box" activity. Join XYPN Compliance Consultant Kingston Hollman to discuss the ideal culture, common deficiencies, your responsibility as a fiduciary, and how to prepare and respond to regulators before, during, and after an audit.     ### ![Shelby Brown](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Team%20Page/Color%20Headshots/Shelby%20Brown.png?width=225&name=Shelby%20Brown.png)Getting Your Firm Registered! Group Compliance Coaching The process of registering your firm with your state securities division can feel overwhelming when you dive into it. Join XYPN Compliance Consultant Shelby Brown for an engaged discussion around the initial registration process, as well as some key tips and best practices on how to prepare for and complete your firm's initial state registration.   ### ![HayleyStewart](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/HayleyStewart.jpg?width=225&height=225&name=HayleyStewart.jpg)Payroll For many firm owners, just thinking about payroll can be a bit overwhelming. What is a reasonable wage? What benefits are taxable and what can be given tax free? Are you running health insurance through payroll? Meet with Hayley Stewart, Director of FA Bean Counters, to discuss all things payroll.     ### ![DanKeslin](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/DanKeslin.jpg?width=225&height=225&name=DanKeslin.jpg)Cash vs. Accrual Accounting Are you doing your books in accordance with what your state regulators want? Did you know that some states actually require accrual basis financials? Join FA Bean Counters' bookkeeper Dan Keslin in this Coaches' Corner to explore the differences between the cash and accrual basis accounting methods and to learn how to switch from one to the other.   ### Practice Management ### ![ArleneMoss](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/ArleneMoss.jpg?width=200&height=200&name=ArleneMoss.jpg)Get Out of Your Own Way Are you the biggest hurdle you face in your business? Sit down with XYPN's Coaching Program Manager Arlene Moss and chat about what struggles you face running your business and how you can keep it from running you. It could be calendaring and email help or figuring out how to outsource or delegate. Is it time to grow your team again? Or are you just not closing the clients you need to close? Arlene will give you an action plan to take home and run with.   ### Financial Planning ### ![XYPN Emily Purdon Headshot](https://live.xyplanningnetwork.com/hs-fs/hubfs/Blog%20Images/Blog%20Contributors/Emily%20Purdon.png?width=200&height=200&name=Emily%20Purdon.png)Implementing the Monthly Retainer Model Have you thought about implementing the monthly retainer model, but are unsure of what services you should provide and how often, how much to charge, what clients this model is right for, and what compliance considerations you're not thinking about? Whether you are looking to implement the monthly retainer model or would like to review your current model, XYPN's Financial Planning and Process Coach, Emily Purdon, will review step-by-step how to set up the monthly retainer model and provide you best practices for implementing this model in a profitable and compliant manner.   ### Investment Solutions ### ![MarioNardone](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/MarioNardone.jpg?width=200&height=200&name=MarioNardone.jpg)Free Up Time by Delegating Investment Management If You're Already Doing It Yourself Did you really get into this profession to be an investment ops expert? The answer to this question is most likely a resounding "NO!" If you're tired of spending time on operational and service activities that have little impact on the true value of your client relationships, chat with XY Investment Solutions' Chief Investment Strategist Mario Nardone to learn how you can delegate the investment management portion of your business to free up time for more meaningful and fulfilling work with clients. ### ![XYPN Jeff Snodgrass Headshot](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Square/JeffSnodgrass.jpg?width=200&height=200&name=JeffSnodgrass.jpg)Getting the Most Out of Orion There's no denying that Orion is AWESOME. But there's also a lot you can do with it and while this is most definitely a good thing, it can be a bit overwhelming. Join XY Investment Solutions' Orion Specialist to learn how to get the most out of this amazing platform.      ![#XYPNLIVE 2019 in St. Louis](https://live.xyplanningnetwork.com/hs-fs/hubfs/LIVE%202019%20Logo_Updated%20Color_Green.png?width=1501&name=LIVE%202019%20Logo_Updated%20Color_Green.png "#XYPNLIVE 2019 in St. Louis") > My 30 minutes with Jen in Marketing was the most valuable experience at the conference! Paul Sydlansky 2018 Attendee [fa icon="quote-right"] ![testimonial_headshot.jpg](https://live.xyplanningnetwork.com/hs-fs/hubfs/Paul%20Sydlansky%20300x300.png?width=400&height=400&name=Paul%20Sydlansky%20300x300.png) |   | | --- | |   | ### How to Register Coaching sessions are available on a first come, first served-basis.  **Confirmed attendees may register for one session of their choice, subject to availability. **  Attendees will receive an invitation via email  **based on when they purchased their conference pass**.  Coaching sessions book quickly. To be among the first to register for Coaches' Corner, [**get your #XYPNLIVE 2019 pass today**](https://live.xyplanningnetwork.com/xypn-live-register). #### About Us The XY Planning Network is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers 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 [fa icon="long-arrow-right"]](https://www.xyplanningnetwork.com/advisor/) #### More Links Copyright 2026 | Designed with [fa icon="heart"] by [HubSpot](https://www.hubspot.com) [[fa icon="chevron-up"]Back to top](https://live.xyplanningnetwork.com/xypn-live-2019-coaches-corner#) ![](https://www.facebook.com/tr?id=626799554340148&ev=PageView%20&noscript=1)