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17

The Unconferencey Conference
Dallas, Texas
August 28-31, 2017
Schedule of Events
Customize your conference experience by choosing the content track that best fits your needs during breakout sessions: Start My Firm,  ​​​​​​​​​​​​Grow My Firm, Run/Scale My Firm, or Learn/Continuing Education. The schedule is subject to change without notice.
Monday, August 28

9:00 am - 5:00 pm

Preconferences


  1. The College Pre-Approval™ Experience
    Joe Messinger
    Come well rested. This is an interactive high energy experience led by preeminent college funding expert, Joe Messinger. If you were in the top 1% of financial advisors skilled at college funding...how would that change your practice? Most financial advisors get college funding advice & planning all wrong. Join our movement and learn how you can eliminate competition and build a highly profitable practice serving affluent Gen X clients. Implement the College Pre-Approval™ system in your practice and together we can end the student loan crisis one family at a time.
  2. Student Loan Practice Workshop
    Heather Jarvis
    Details about the pre-conference offered by Heather Jarvis will be posted soon.
​​​​​​​​​​​5:00 pm - 7:00 pm
Welcome Reception

Tuesday, August 29

7:30 am - 8:30 am

Breakfast

8:30 am - 9:45 am 

Opening Remarks
XYPN Founders Michael Kitces & Alan Moore

9:45 am - 10:00  am

Break

10:00 am - 11:15 am

Sessions

  1. Start My Firm
    Niche Marketing in Year One
    Your first year is unique. You'll face a whole slew of unique challenges. Here's the real stories of three XYPN Members who all lived thorugh it, and have advice to share.
  2. Grow My Firm
    Diversifying Your Service Model
    AUM & the monthly retainer model is just one way to service your clients. Hear from XYPN members about what they're doing to diversify their services, whether it's career coaching, a tax practice or online webinars & you'll surely be inspired.
  3. Run/Scale My Firm
    Positioning & Delivering the Monthly Retainer Model
    What value do you provide your clients on a monthly basis? Learn deliverables and points of contacts advisors have to make their monthly value clear to their clients.
  4. Learn (CE)
    Beyond the Basics
    How can permanent life insurance be used to enhance protection? How can we enhance disability income benefits for a working client over and above group disability benefits provided by their employer? Can Hybrid policies include additional benefits that enhance clients’ overall risk management program?
11:15 am - 11:30 am
Break

11:30 am - 1:30 pm
Networking Lunch

1:30 pm - 2:30 pm
Keynote

2:30 pm -  3:00 pm
Break

3:00 pm - 3:50 pm
Sessions

  1. Start My Firm
    Compliance 101: Your First Year
    You are now a firm owner, and your own Chief Compliance Officer. Hear from Scott Gill, XYPN's Director of Keeping Us Compliant, about the steps you can take in the first year to ensure your compliance department is strong and that you're capable of running it.
  2. Grow My Firm
    Niche Marketing: Leveraging Your Expertise
    Focus on what you're good at, and where you have expertise. Hear from this expert about how he built a business around his niche: College Planning.
  3. Run/Scale My Firm
    Managing Investments: Charging & Positioning Your Value
    More information about this in-demand session will be posted soon.
  4. Learn (CE)
    Investment Presentation
    Stay tuned! We'll have more information for you soon about this interesting session.
4:05 pm - 4:55 pm
Sessions
  1. Start My Firm
    From Fees & First Appointments through Client Renewals
    Learn how to pitch your fees to your ideal clients. Business Coach Arlene Moss will talk about the strategies to grow your client book during your first year.
  2. Grow My Firm
    Maximize Your Marketing Content
    Create it once, reuse it up to 12 different ways. XYPN's Director of Marketing Jen Mastrud will share ideas for getting the most out of the content you create and tips to optimize it for search engines.
  3. Run/Scale My Firm
    Stop Seeking Work/Life Balance, Find Work/Life Happiness
    More information about this interesting session will be available soon.
  4. Learn (CE)
    Divorce Planning Presentation
    Stay tuned for updates about this informative session.
5:00 pm - 6:00  pm
Drinks

6:00 pm - 8:00 pm

Dinner on Your Own

8:00 pm - 2:00 am

Hospitality Suite

Wednesday, August 30

8:00 am - 9:00  am
Breakfast

9:00 am - 12:00 pm

12:00 pm - 1:30  pm
Lunch

1:30 pm - 5:30 pm

6:00 pm - 8:00 pm
Dinner & Closing Party

8:00  pm - 2:00 am
Hospitality Suite

Thursday, August 31

7:30 am - 8:30 am

Breakfast

​8:45 am - 10:00 am
Sessions

  1. Start My Firm
    How to Survive the 1st Year: Highs & Lows
    Niches evolve. Setting up your ideal niche avatar is important for all advisors in their first year, even if it will change over time. Hear from three planners about their niches and how they developed them in their first 12 months.
  2. Grow My Firm
    To Be Announced
    We're still dotting the i's and crossing the t's for this informative session. Stay tuned for more information coming soon.
  3. Run/Scale My Firm
    Hiring: When & How To Do It
    Hiring is the natural next step to growing your firm. Learn from these experts in the tactics they use to vet, hire and train their employees. You'll hear about mistakes made and tips for how to make the best hire possible.
  4. Learn (CE)
    Insurance Presentation
    Details about this informative session are in the works. Stay tuned!
10:00 am - 10:15 am 
Break

10:15 am - 11:30 am

Sessions

  1. Start My Firm
    Your 1-Page Business Plan
    Getting a business plan on paper is paramount to approaching your first 12 months with the right attitude, confidence and understanding. Join XYPN's Director of Advisor Success, Stephen Alred, as he talks us through the components of a business plan, how to write one and how to use it through your first year.
  2. Grow My Firm
    Growing Through Aquisition
    Buying a practice provides great value to a pratice, but comes with it's own share of nuances and problems. Join this panel to hear about advisor's experience absorbing an exisiting business.
  3. Run/Scale My Firm
    Using Process to Increase Efficiency
    Time is of the essence, and we all need a way to prioritize and work through tasks efficiently. Hear from a professional paraplanner and advisors about the tools they use, practices they incorporate and tips they have on running a tight practice.
  4. Learn (CE)
    Applying Behavioral Economic Principles to Financial Planning
    Make it easier for clients to act. Learn how to lead client meetings, avoid the bobblehead nod, & improve your client communication skills.
11:30 am - 11:45 am
Break

11:45 am - 1:00  pm
Closing Keynote

As you can see, we're still dotting the i's and crossing the t's on your conference agenda.  Please subscribe to our newsletter to receive updates about #XYPN17 keynote speakers, breakout sessions, and more.