Today’s post is a follow up to last week’s post. There are a few conferences I try to fit into my travel schedule every year. XYPN Live is one of them. XYPN is an acronym for the “XY Planning Network” – it’s a professional organization for financial planners who work with generations X and Y. (Unlike much of the industry).
This year the conference was held in St. Louis for the second year in a row. Attendees are mostly all financial planners, with a few reporters, CPAs, and tech providers sprinkled in. I make it a point to attend this conference for a few different reasons:
- This is the only time throughout the year that my study group meets in person (I have a weekly study group)
- Many of the XYPN members who attend have firms similar to mine
- Many of the attendees are exploring new, innovative service models and ways to provide value to their clients.
For me, XYPN Live is an opportunity to connect with my study group, reconnect with friends I don’t otherwise see or talk to, and pick up bits of wisdom from other professionals in the industry.
Attending these conferences takes some time away from my family, my clients, and the firm. But because the learnings ultimately benefit all three, I find a lot of value in going.
Here’s what I learned at XYPN Live this year.