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Advisor Stories

These videos are outtakes from our monthly Experience XPX series. They feature members of the XPX community talking about their experiences in their work with privately-held businesses, often alongside fellow XPX Members.

These stories are great illustrations of the XPX Advisor Principles of collaboration, client first, long-term thinking, focus on human angle and always be learning.

In each post, you can click to learn more about the Member

Have a story you want to share? Please sign up for one of our upcoming programs!

  • February 01, 2019 5:29 PM | Mary Adams (Administrator)

    XPX Philadelphia President Steve Economou shares that raising your profile by contributing to XPX gets you more attention and emphasizes that getting to know and respect each other is key to getting the most out of XPX.


  • February 01, 2019 5:23 PM | Mary Adams (Administrator)

    Long-time XPX Fairfield County Member Dick Albu shares the value he finds in getting to know other advisors and understanding the value they could bring to his clients.


  • December 19, 2018 3:50 PM | Mary Adams (Administrator)

    XPX Chicago President Ray Palys shares some examples of collaboration in the XPX Chicago Chapter including a company introduced by a transaction attorney. The company had a failed exit transaction, decided to go it alone and is now enjoying its most successful year ever!

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  • December 13, 2018 1:14 PM | Mary Adams (Administrator)

    Long-time Member and current President of XPX Maryland, Stuart Welsh, shares his story of a collaboration between three XPX members who met through the XPX Power of 5 program.

    The collaboration started with a certified valuation professional who brought in Stu to help his client evaluate their options. When the company ended up doing a deal, Stu then brought in an M&A attorney to document it. 

    Learn more about Stu Welsh.

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