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                GROWTH. TRANSFER. LEGACY


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  • February 11, 2021 4:01 PM | Mary Adams (Administrator)

    Your XPX Member profile is a powerful way to make it easy for people to find you and connect with you. But please know that we have a clear privacy policy and give you a lot of control over what information other members and the general public see. To get started in seeing and/or editing your privacy settings, log into your profile and click on the Privacy tab as you see at the top of this screenshot:

    By default, Member profiles are public. If you want, it's super simple to turn your off completely by clicking Edit and unchecking the profile access box (see the green checkmark in the upper right hand corner of the screenshot).

    While you're there, check that you have some way that's people can connect with you. This means making one or several fields viewable by "Anybody" or other XPX "Members" only. Fields to consider are:

    • Website
    • Phone number
    • Email*
    • LinkedIn profile

    *Note that with all these fields, but especially your email, making them public opens you to the risk that a person or a bot screen-scrapes the profile and uses it to spam you. This actually doesn't happen that often but it's a risk that you should understand before you share your info. 

    Our new website (coming in the first half of 2021) will have clear icons to make it easy to click and learn more about you and your company. So it's worth taking a minute now and logging into your profile for a quick privacy check. 

  • January 20, 2021 3:54 PM | Mary Adams (Administrator)


    If you've been in your profile lately, you might have seen this new downloadable logo and member badge. Our platform calls it an image for smartphones but it has many more uses than that! The file is in a .png format is suitable for adding to your pitch books, brochures, websites and social profiles.   It's a great way to tell your clients and associates that you are part of our powerful network of trusted advisors to privately-held businesses. 

    To download the file, just log into your profile and click on the "image" text link to download. Let us know if you have any questions or comments. 

  • December 15, 2020 3:52 PM | Mary Adams (Administrator)

    We are pleased to introduce the Informed Inclusion Book Club as a forum for XPX members and guests who want to grow in their knowledge and understanding and take meaningful steps in combating racism, sexism, and other biases and discrimination through education and self-awareness to achieve greater equity and inclusion in our country, in our firms, and within the XPX business community.

    The Informed Inclusion Book Club will have a Kick-Off Meeting on January 19 at 4 PM CT/5 PM ET via Zoom. We will do introductions and pick our first few books with the goal of meeting again to discuss the first book sometime in February.

    The book we select for each meeting will guide our discussion, so readers are encouraged to attend. However, if you haven't read the book, please plan to join us if you are interested in these topics as your perspective will add to the conversation. We'll take suggestions at the meeting but feel free to suggest a book when you register.

    The Book Club leaders presently are Laura Liss and John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura if you have questions or have an interest in getting involved. You may volunteer live during the Zoom meeting too!

    Can't make this meeting? 

    Be sure to sign up for the Informed Inclusion email list in your profile 

    so you get future notices about Book Club meetings. 

  • November 18, 2020 3:51 PM | Mary Adams (Administrator)

    We've been working to enable our members to easily add events to your calendar. It's now available for all events. In your confirmation email, you'll see this notice: 


    1. COPY THE VIRTUAL LOGIN INFO FOR THE EVENT: For virtual events, you will need the secure login below. You can add the login to your calendar item or use the link in the reminder emails we send you the day before and day of the virtual meeting.
    2. CLICK THE CALENDAR ICON AT THIS LINK AND PASTE THE LOGIN INFO:  http://exitplanningexchange.com/event-4019337 Click on calendar icon above the event title on our website and then paste the login info below

    Join Zoom Meeting

    Save the calendar item and you'll be all set until the day of the meeting.  Don't worry, we'll still send out login info again 24 hours and 10 minutes before the meeting starts. 

    Why is it two steps? The short answer is that we want to keep the meeting and your contact information secure.  This was the best way to meet those goals. 

  • October 16, 2020 3:16 PM | Mary Adams (Administrator)

    Our virtual power networking program has deep roots in the history of XPX. It's been an important way that members get to know each other better.  Collaboration takes this kind of investment to be able to know and trust another advisor (and for them to know and trust you). 

    Here's a great story about the return on your investment in power networking: Stu Welsh of XPX Maryland about the time three members from an XPX networking group ended up working together on a multi-year project. Want to build this kind of relationship? Sign up for next month's programs

  • September 16, 2020 3:49 PM | Mary Adams (Administrator)

    Work continues on our new XPX website. On the new site, we’ll be featuring our members’ names, photos and statements about “Why I’m a member of XPX.” We’d love to feature your profile!

    To take advantage of this added visibility, all you have to do is add a 200-character statement to your profile. The field is at the top of the Membership Fields in your profile. While you’re there, please make sure that you check out your other fields to make sure your profile is the best it can be!

    Update your profile now!

    Share "Why I'm a member of XPX"

  • August 17, 2020 3:47 PM | Mary Adams (Administrator)

    Call me when....

    We are in the early stages of updating our website. One thing we are doing is changing the "Call me when" section of member profiles. It appears as a shorthand way for people to get a sense of who you are and why you might be a fit for their clients.

    Originally, we did not put a limit on the size of this field and some profiles have long statements that make our directory hard to read. The limit is now 200 characters. When we instituted this change, we had to shorten a few profiles. Either way, you might want to check that this statement is representing you the way you want. To check your profile make changes, just log into your profile: 

    Login to your profile now!

  • July 17, 2020 3:45 PM | Mary Adams (Administrator)


    Volunteering is a great way to increase your visibility in XPX and get to know a broader group of members. Each committee has a number of specific jobs. Here are just a few examples of ways you can get involved. To volunteer, talk to one of the leaders of your Chapter or Contact Us.


    • Plan calendar
    • Recruit speakers


    • Live: arrange event venue, food, AV
    • Virtual: plan program and platform, and prep speakers
    • Moderate meetings


    • Recruit/Welcome guests
    • Onboard members
    • Follow up with absent members
    • Power networking (sometimes a separate committee)
    • Diversity and inclusion (sometimes a separate committee)


    • Recruit
    • Coordinate sponsor story videos (you bring the person, we do the taping)


    • LinkedIn Ambassadors
    • Web site 2020 update
    • Chapter slide decks


    • Financials
    • Regulatory reporting

  • June 19, 2020 3:44 PM | Mary Adams (Administrator)

    During these challenging times, XPX has continued our (now virtual) operations at a strong clip. As I’ve been saying, our clients need us more than ever and we need each other more than ever.

    The good news is that we provide many ways to help you see and be seen virtually:

    • Attend meetings and sign up for power networking at your own Chapter
    • Experience other Chapter meetings or our cross-Chapter power networking
    • Connect, read and share the amazing content in the Knowledge Exchange.
    • Follow XPX on LinkedIn and tag #xpx to continue the conversation there
    • Volunteer!

    I want to especially highlight this last point about the value of volunteering. The whole goal of XPX is to form and deepen relationships with other advisors who share your same target market with complementary skills. The only way to deepen relationships is to invest time with people you want to be connected with. You give to get. My philosophy has always been to break down our work into manageable bites. Check out this list on our website of Sample XPX Volunteer Opportunities .

    To volunteer, talk to one of the leaders of your Chapter or just reach out to me by replying to this email!

  • May 16, 2020 3:42 PM | Mary Adams (Administrator)

    We have an incredibly rich community of experts with diverse experience related to the challenges of the private company life cycle. We encourage all members to share their expertise.

    One important way to do this is to share your own writings and/or articles you come across in your reading.  If it’s interesting to you, it will surely be interesting to others in our community.

    Topical posts that share knowledge should be shared under one of these three categories:

    Topical posts will also be pushed out to the XPX mailing list and LinkedIn followers.

    Please also feel free to share your firm’s latest news and or promotions under the Advisor Shares category. You are also welcome to share posts in our Exit Planning Exchange LinkedIn Group.

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