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7 Principles of Successful Advisors to Premier Private Companies

  • April 19, 2018
  • 2:00 PM - 2:30 PM
  • Virtual meeting at 2 PM Eastern Time - Webinar details forwarded upon registration


Registration is closed

what sets the best advisors apart?


XPX is an exchange of these private company experts. Our members represent 12 different professions, each with its own standards of practice and, often certifications. But XPX members don't stop there. 

Over the years, we've observed that the most successful advisors in the Premier Private Company Market understand that their work is part of a bigger picture. These successful advisors share some common principles in how they approach their work. 

In this webinar, we'll explain the seven principles that help separate a good professional from a trusted private company expert, those who understand the private company context and how to work with other advisors to support their clients' success. 

The webinar will conclude with a quick overview of XPX Chapter Launch formula to explain how you could be the catalyst to start something great in your local market!  


Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 

Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   

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