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How to Get the Most Out of Your XPX Membership

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!


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