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XPX New England is a unique, inclusive environment for both owners and advisors to work collaboratively in an active exchange of knowledge where all parties benefit.
XPX New England is a tremendous organization where fellow advisors
unlock the power of collaboration. Sure, I've renewed my membership year
after year because I can trace key clients who've been referred by XPX
members, but just as important are the trusted advisor relationships
built over time, affording me the chance to be able to refer others with
great confidence. XPX is a terrific community of like-minded
professionals, all of whom can benefit by the education, networking, and
opportunities to collaborate. I'm very grateful to be a member!
Trammel Martin, Financial Advisor, UBS Private Wealth Management
We invite you to join our community of advisors as a member of xpx new englandFor professional advisors who are seeking a venue for constructive interactions, and where Value Creation is emphasized by Building and Monetizing Business Value, XPX New England offers a unique learning and networking opportunity. Membership in XPX is subject to approval of a submitted application and requires:
We hope that you will become an active member of our chapter and take advantage of the many benefits we offer as an organization. membership benefitsOur membership benefits continue to grow as well, giving you an opportunity to be part of a vibrant community that is committed to build valuable businesses, and prepare and execute successful transitions. We’re happy to offer the following benefits:
We make it easy for you to join and attend events in all three regions. We plan our events months in advance so you can include them on your calendar early. Our community is expanding and so is our collective knowledge, and we want you to be part of it in 2018! Pricing:
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