Exclusive 6-Week Course for XYPN Members
Build, Grow & Scale Your Practice
Join Carl Richards, Reese Harper, and other successful advisors to learn the secrets behind building an ultra-profitable firm.
In This Course You'll Learn:
Week 1
- How Next-Gen Clients Want to Receive Advice
- How Your Advice Needs to Evolve to Meet New Client Expectations
Week 2
- The Principles of “Client Activation”
Week 3
- The Importance of Defining Financial Health Benchmarks for Your Clients
Week 4
- Strategies for Navigating The Emotional Jobs of Financial Planning
Week 5
- Prospecting 2.0 – New strategies and tactics for growing your business.
Week 6
- Monitoring 2.0 – How to demonstrate client progress beyond their investment portfolio
Course Details
When:
Thursdays at 11am Starting on May 9th
Where:
Zoom Webinar
Complete the form below to register for the course.
Who should join us?
XYPN Advisors who are working to scale their impact by revolutionizing the way they attract, onboard, and deliver ongoing advice to clients.
Your Seminar Presenters
Carl Richards, CFP®
Chief Brand Officer
Carl Richards is the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.
Carl has written two books and his work has been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Reese Harper, CFP®
Founder / CEO
Reese Harper is the creator of the Elements Financial Planning System™ and Founder/CEO at Elements.
As a financial advisor and 20-year veteran of the financial planning industry, Reese is dedicated to creating the processes and tools advisors need to deliver a consistent, ongoing, and meaningful planning experience to their clients at scale.