Meet, share and learn from like-minded advisors!
2:00 -2:30 - PUBLIC SESSION
STORIES FROM THE FRONT LINES
Everyone at XPX has deep experience working with privately-held businesses and their owners. Our members represent 12 professions but are united by five core principles:
- Work collaboratively
- Put the client first
- Think long term
- Consider the human angle
- Always be learning
This program is your chance to experience the magic of our network even If you can’t make it to one or all of our live meetings. You’ll meet other advisors including XPX Members and Leaders. They will explain their role in the exit planning ecosystem and share a story that illustrates our principles. We also leave time for discussion and introductions of all joining the meeting.
This program is recommended for advisors wishing to experience XPX for the first time, those wishing to connect outside their home geography and Founders of Chapters in Formation. We film member stories for later publication.
2:35 – 3:15 FOLLOW-UP CLOSED SESSION
LEADERSHIP COLLABORATIVE FOR CHAPTER FOUNDERS
After the networking session, we’ll adjourn to a closed meeting with the teams of the founding teams of our newest XPX Chapters. This session uses the format used in the XPX Leadership Collaborative to encourage relationships, learning and innovation across our network. The goal is to share knowledge and experience to fuel your Chapter development activities.
This program is open to New Chapter Founders only. To attend, please make sure to sign into your profile.
HOPE YOU CAN JOIN US TO MEET, SHARE AND LEARN WITH LIKE-MINDED ADVISORS!
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.