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                GROWTH. TRANSFER. LEGACY

XPX MEMBER TIPS

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  • 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


  • February 13, 2020 2:27 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 our LinkedIn followers.

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


  • January 15, 2020 5:06 PM | Mary Adams (Administrator)

    Last month, we featured a tip designed to help you find and connect with other members through our website. Unfortunately, one member embraced this too enthusiastically and used member emails from the website to send a mass email to many members across the network.  We received a number of complaints and questions so we thought we’d clarify a few points:

    • XPX has a strict privacy policy and we are very careful with our email list. We never release it for direct member marketing.
    • But it’s important to remember that we do make it possible for you to publish your email on your member profile. Our standard setting is to make your email visible to other members and then your “How to Contact” box is set to be visible to the public. You have complete control over these settings.
    • The best way to see and be seen is to provide high value content through our Owners’ Academy. Sharing your knowledge openly is a great way for people to find and trust you.

    Please let us know if you have any questions or concerns. Thanks,


  • December 13, 2019 9:57 AM | Mary Adams (Administrator)

    A really important benefit for XPX Members is your ability to quickly connect with any other XPX Member to access information or expertise.

    To connect with other Members:

    • Search your Chapter or the XPX national directory by profession, expertise and/or industry experience
    • Review the Members who come up in the list
    • Click on any Member’s photo or name to view their profile
    • There it is! You’ll see the green Send Message button at the top of the profile
    • Write your message in the box and it will be emailed directly to the other member
    You can count on the quality and experience of XPX Members. Make sure to take advantage of this powerful benefit!


  • November 11, 2019 11:19 AM | Mary Adams (Administrator)

    XPX is a powerful ecosystem of advisors who are all focused on the success of companies in the lower middle market. As a member, you have an opportunity to contribute to and benefit from this ecosystem. 

    Here are a three tips for getting the most out of your membership:

    1.  Attend Chapter meetings to learn and build relationships:
    • Learn from the programming
    • Meet new people and share your experiences 
    • Stay in front of people you know
    • Hear about how our members apply the XPX Advisor Principles
    • (Multiply these benefits by attending other Chapter meetings at the member rate!)
    2.  Use Member Profiles to find and get found:
    • Find other members through the advanced searching in our directories of all members or just the members of your Chapter
    • Reach out to other members (if you’re logged in you can click to email them from their profile)
    • Get found by members and website visitors (make sure to log in and optimize your profile so your expertise is clearly detailed)
    • Rest assured that all the members you see share our core principles

    3.  Use the Knowledge Exchange to learn and raise your visibility:

    • Learn from writings and videos from our members and chapters
    • Reach out to authors through their profiles to learn more
    • Contribute content to raise your own visibility
    • Demonstrate your principles through your writings and content
    4.  Maximize your visibility and connections by stepping up:
    • Check out our sample volunteer opportunities and talk with your Chapter's board about getting more involved
    • Consider stepping up as a Chapter sponsor. In addition to your personal profile, we'll feature your corporate logo in emails, at meetings and on all pages of our website.
    Questions? Please reach out to us!


  • October 08, 2019 9:49 AM | Mary Adams (Administrator)

    You have access in your profile to every transaction you've made with XPX

    One of our most frequent requests from members and contacts is to download a receipt for a payment they have made to XPX. While we're always happy to help, you can always do this yourself whenever you want. Just log into your profile and click on the Financial tab at the far right.

    In the same screen, you can also review your privacy settings, your event registrations and your membership status. This video explains how:

      

     


  • September 17, 2019 12:10 PM | Mary Adams (Administrator)


    XPX gives you visibility in a number of directories around our website. Because we have such a strong on-line presence, your profile in this directory can give you a lot of visibility and even shows up on Google for some of our Members. 

    Is yours doing a good job for you? Here are some steps to making sure it is:

    1. Check it out - You first created your XPX Profile when you applied for Membership. Have you been back to see how it looks on the website?   Two ways to see it are to go to your the Advisor Directories for your Chapter or for XPX - US
    2. Log in to enhance it - Log into your profile and do a quick check of some of the key items:
      • Do you have a good statement for the "Call me when" box that displays in all our directories?
      • Are your Profession, Functional Expertise and Client Industries complete?
      • Do you have the right info in "How to Contact" box? (this, like all fields can be marked private if you would rather not include it)

    Make it easy for people to get to know you and reach you. Your Membership in XPX tells people that you are a strong professional. Reinforce that with a great profile!

  • August 13, 2019 3:27 PM | Mary Adams (Administrator)

    Over the past year, we’ve complete our rollout of an automated renewal option for our Members. Over 90% of you have chosen to take advantage of this option offered through our payment provider, Stripe, a U.S. based company with the highest level of security certification

    If you’ve taken advantage of this option, you don’t need to do anything to continue to enjoy the benefits and recognition of a long-time XPX Member!

    We respect the fact that some Members would rather not take advantage of this option. If that is the case, you can change this in the membership tab or upcoming financial transactions link in your User Profile.

    Please know that all your payment information is processed by Stripe. XPX does not process or retain any of your credit card information at any time.

  • July 16, 2019 11:20 AM | Mary Adams (Administrator)

    As we expand beyond the U.S. with our Chapter footprint, we need to make sure that we comply with global data standards. Our Privacy Policy checked out pretty well but as we looked at it, we realized that it could be written better and more clearly.  So we took some time last month to update it. 

    It lays out what kinds of data we gather from contacts and members. And makes clear your rights to make changes to your profile and, if you ever want to, have your data deleted. You can read the Privacy Policy here and always find a link at the bottom of every page of our website. Here's a help article on how to make changes to your data and its visibility (you can change the privacy of each item if you want to).

    Please let me know what you think and if you have any questions or concerns, Mary Adams, Executive Director

  • June 13, 2019 2:06 PM | Mary Adams (Administrator)

    XPX is a tight network of like-minded advisors to privately-held businesses.  We grow through word of mouth--by members inviting their colleagues to join a meeting.  This helps XPX but it also helps you.

    If you are like most XPX members, you rely on referrals to get new business.  So the stronger the network, the richer your experience. Inviting like-minded advisors makes this happen. 

    And you raise your own visibility. When you introduce another advisor to XPX, you demonstrate to them that you are part of a movement to bring professionalism, collaboration and education to the lower middle market.  And you raise your visibility within XPX by bringing in new like-minded professionals. 

    We make it easy for you to invite others. Here are your options:

    1. When you register for a meeting, you automatically receive a confirmation with a link to the event. You can forward that email or just copy the link and put it in your own personal email.
    2. Can’t find the confirmation email? Go to your Chapter’s event calendar and click on the event. Copy that URL and insert it into an email to your colleague
    3. On the go? You can also do find and share the link from your phone. Our website is fully mobile compatible. Just go to your Chapter’s event calendar and share that link to the event.

    One word of caution: it’s best to not forward an invitation you receive from our system. The invites we send out to you are for you only and have links that automatically log you into our system. So you want to always use the options above.

    Help XPX and help yourself. Invite people you know and trust to attend the next XPX meeting in your area!

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