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Master List Of Financial Advisor Conferences For 2022-2023

#XYPNLIVE 2022

October 8-11 | 
Denver, CO | 

#XYPNLIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” your advice offering to make it easier to market intangible advice services.

In addition, #XYPNLIVE also includes an “AdvisorTech Expo”, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice – not ‘just’ scaling portfolio management for AUM clients – to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice. Attendees can join #XYPNLIVE 2022 either live in Denver or virtually.

Kitces Top Conference Badge
Price: $449-$649
Type: Hybrid
Content Focus: FinTech, General Planning, Practice Management
Channel: CFPs, Experienced Planner, FinTech, RIA
Organizer: Private Organization
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