Meet the First Wave of XYPN LIVE 2023 Speakers!

Maybe it’s the opportunities to reconnect with your mentors, hear from inspiring Keynote speakers, and learn from advisors pursuing their independence that bring attendees back, year after year. Or maybe we’re just biased. Either way, XYPN LIVE is an advisor's opportunity to take a break from working IN their business, to work ON their business. And who doesn’t want to get inspired by some of their personal celebrities in the process?

Looking for the lowdown on the schedule? New sessions are being added that get the topics you want to see on stage in Atlanta. Keep an eye out for announcements as our speaker roster grows. 

Without further ado, meet the first wave of speakers heading to XYPN LIVE!

Meet Jeff Levine, CFP®, CPA, PFS, CWS, AIF. Chief Planning Officer of Buckingham Wealth Partners, lead financial planning nerd for kitces.com, and founder of Fully Vested Advice, Inc. Jeff’s uncanny knack for distilling financial planning policies and procedures landed him in his current position— supporting advisors' path to independence through education. His easy-to-understand analysis was recognized as he was named in InvestmentNews’ 40 Under 40 list and received the AICPA Financial Planning Division’s Standing Ovation award in 2017. 

Natalie Taylor, CFP®, BFA™ owns a financial planning firm focused on helping mid-career professionals with young families who have substantial equity compensation. She has helped thousands of people take control of their finances in her 20-year career across private practice and fintech. She currently runs her firm and serves as a company advisor to Monarch Money. Natalie’s budgeting philosophy has been used by thousands of clients to restore confidence, build resilience, and chase their goals. 

Speaker, Researcher, Consultant, Teacher of the MQ True Wealth® Planning Process, and President of Money Quotient, Inc., are just some of the titles of speaker Amy Mullen, CFP®. Through them all, Amy is spreading the word about values-based financial planning. She brings science to the art of the client relationship by teaching financial professionals how to hone in on their client’s motivations and goals to deliver the ultimate financial plan. 

Arlene Moss, XYPN’s Executive Business Coach, gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Working with fee-only planners since 2004, and specializing in fee-for-service planners in the independent RIA space, she works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model.  Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. Through XYPN Academy and one-on-one coaching, members get the support they need to grow their businesses and overcome the challenges that come their way.

Meet Stephanie Bogan. In her 20+ year career, Stephanie has authored The Power of Practice Management (Bloomberg Press), written columns for Investment News and Financial Planning magazine as well as articles for Kitces.com, FA Magazine, and Advisor Perspectives, has been named an Industry Influential, spoken at nearly every major conference and remains a highly sought-after speaker, business strategist, and executive coach. She currently writes a monthly column for Investment News. She is also the founder of Limitless Advisor Coaching—aptly named—which helps advisors build the businesses that they love without limitation.  The secret? Creating “high-performance happiness.” In addition to her coaching work, she is a recognized industry thought leader and consults with various corporations, boards, and private equity firms on trends and opportunities in the industry.

Eric Simonson is the founder and CEO of Abundo Wealth, a leading Advice-Only subscription-based financial planning firm providing comprehensive financial advice at a low cost. As an SEC-registered investment advisor, Abundo Wealth was among the first advisory firms to begin soliciting and promoting client reviews made available by the SEC Marketing Rule.

Brian Thorp is the founder of Wealthtender, a digital marketing nerd, and a member of the National Society of Compliance Professionals (NSCP) and its SEC Marketing Rule Working Group. Following a 22-year career with Invesco, most recently leading its US key account team, Brian launched Wealthtender as an essential digital marketing platform for advisors to get found online and convert more prospects into clients. Wealthtender is the # 1 independent find-an-advisor website and first financial advisor review platform designed for compliance with the SEC Marketing Rule. Brian has also published a playbook to help advisors and wealth management firms succeed with testimonial marketing and has been featured on multiple podcasts and quoted in major publications discussing the topic.

Say hello to Mike Zung, CFP®. He’s the founder of Java Wealth Planning and creator of the Beautiful Financial Plan package—allowing financial planning firms to create customized, visually-appealing deliverables that speak directly to their unique clients. Mike’s passion for financial literacy, and long background in the software industry, support his current niche focus: helping tech professionals live a life that aligns with their values. Mike doesn’t stop there. Mike has also created a YouTube channel providing free informational content to over 1,700 subscribers (that's 153,000+ views) that’s transformed his marketing funnel. 

Elizabeth Jetton, M.Ed., CFP® has been passionately working to elevate the profession and practice of financial planning for over 25 years. Now in her encore career, she helps financial planners thrive and grow their competencies, businesses, and impact on their client’s lives through coaching, writing, and teaching. She is also Coach and Consultant to Financial Life Planners. In 2019 Elizabeth received the award for Outstanding Adjunct Professor at Golden Gate University where she designed and teaches Introduction to Financial Life Planning, and she is a recipient of the FPA Heart of Financial Planning award for exceptional service to the public and the profession. In 2004 Elizabeth served as President of the Financial Planning Association, leading the organization in its lawsuit against the SEC on behalf of the public (which FPA ultimately won).

Save your seat to XYPN LIVE

If one of these speakers catches your eye, jump on the early bird pass pricing while it lasts—prices are increasing May 1, 2023! Hope to see you there! 

Why come to XYPN LIVE? Because we believe you should have the freedom to build your success your way. Every detail of XYPN LIVE 2023 is designed to support you in doing just that. 

We'll provide the resources— and connections—you need to build your dream firm, all under one roof! Grab your pass and get ready to find your people on the path to freedom.

About Colby Goodrich  

Colby Goodrich is XYPN's Content Designer. In her role, she designs the internal content that improves the member experience and works to create member-centered designs that help bring that experience to life. When she isn't busy supporting the connections that matter, she loves to go camping in the pacific northwest.