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                GROWTH. TRANSFER. LEGACY.

Emerging Professionals

Many of the XPX Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors---and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Emerging Professional Chairs

Emerging Professional Members

Upcoming Events

    • July 14, 2020
    • 3:50 PM - 6:00 PM (EDT)
    • Virtual -connection details sent upon registration
    Register

    Year-end Cocktail Reception, Virtually!

    Getting Referrals in a Virtual Networking World


    The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. We welcome members and guests to join us for our annual cocktail reception, virtually! The event is a great opportunity to network with other professionals supporting business owners and their companies.

    To culminate a great year of programming information, we are privileged to have as our guest keynote, Matt Anderson, author of Fearless Referrals, who will help all of us with insight to better networking and referral opportunities. Matt’s insight will assist both operating in a virtual environment as our workplaces reopen. Matt has worked with countless professionals providing tips and tactics to improve business development efforts.

    To assist all participants, we will have breakout rooms for more personal networking. The event will include great conversation and best of all, it's free all you have to do is BYOB and Zoom in! We look forward to seeing you at a fun and productive event!

    About the speaker:

    Matt Anderson is the founder of Breakthrough Bound, the Referrals Academy and professional coach of Matt Anderson International LLC. Matt is a highly experienced coach and speaker for sales training and personal coaching industry. His focus is on helping professionals generate new business and get out of their own way. Author of the international bestseller “Fearless Referrals” helping readers in using their contacts as the building blocks to success.

    https://matt-anderson.com/iTunes

    • July 15, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share resources (especially our private video library) with your clients
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


Past events

June 17, 2020 XPX Orientation
May 20, 2020 XPX Orientation
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 05, 2020 XPX Maryland Emerging Professionals Group
February 27, 2020 XPX Chicago - Happy Hour Social Event
February 19, 2020 XPX New Member Orientation
February 05, 2020 XPX Chicago - Emerging Professional Top Golf Event
January 16, 2020 XPX Chicago - Emerging Professional Gathering
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
November 14, 2019 XPX Chicago - Emerging Professional Gathering
November 13, 2019 XPX Maryland Emerging Professionals Group
November 13, 2019 XPX New Member Orientation
August 08, 2019 XPX Chicago - Emerging Professional Gathering
June 20, 2019 XPX Maryland Emerging Professionals Group
June 06, 2019 XPX Chicago - Emerging Professional Gathering
April 24, 2019 XPX Maryland Emerging Professionals Group
February 21, 2019 XPX Chicago - Young Professional Gathering
January 25, 2019 XPX Maryland Emerging Professionals Group
November 29, 2018 XPX Maryland Emerging Professionals Group
September 25, 2018 XPX Maryland Emerging Professionals Group
May 30, 2018 XPX Maryland Emerging Professionals Group
May 23, 2018 XPX Chicago - Young Professional Gathering
January 16, 2018 XPX Chicago - Young Professional Gathering
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