This interactive web meeting is hosted on Zoom and has two segments:
1 - PRESENTATION
Save time and money by building your ideal network!
We'll kick off the meeting with a 20-minute presentation by XPX leaders.
Our topic this month is how to save time and money by building your ideal network.
We'll share 10 lessons distilled from the first 10 years of the growth of the Exit Planning Exchange network
save time and money by building your ideal network
2 - DISCUSSION
Meet, share and learn from like-minded advisors!
After the presentation, we'll spend the rest of the hour in group discussion.
You'll be able to share and to hear about the experiences of the other meeting attendees. It's a rich conversation with experienced professionals from a dozen different professions. The audience often includes XPX Members and Leaders.
Many share their stories: their role in the exit planning ecosystem and how they practice the XPX Advisor Principles:
- Work collaboratively
- Put the client first
- Think long term
- Consider the human angle
- Always be learning
If you'd like to share a story, please be prepared for a quick two-minute summary: your name, your business and a story about your experience with the XPX Advisor Principles.
This program is your chance to:
- Experience the magic of our network even If you can’t make it to one or all of our live meetings.
- Meet other advisors and hear the diverse roles they play in the exit planning ecosystem
- Learn from advisor stories that illustrate our shared XPX Advisor Principles.
This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation. We film member stories for later publication.
HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!
Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches.
Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.