Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

XYPN LIVE 2024

October 15-17 |

Minneapolis, MN |

https://live.xyplanningnetwork.com/

XYPN LIVE 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, XYPN LIVE 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.

Price: $299-$699

Type: Hybrid

Content Focus: Advisor Marketing, Behavioral Finance, FinTech, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning

Channel: CFPs, Experienced Planner, FinTech, RIA

Organizer: Private Organization

Back to All Conferences