Meet the First Wave of XYPN LIVE 2024 Speakers!

Can you believe it? XYPN just celebrated a decade of making independence possible for 1800+ members, and just like that, the 10th annual conference is right around the corner. 

Since your red cape is at the cleaners—as usual, sigh— get ready to snag a t-shirt hot off the presses at registration because a celebration is waiting for you in Minneapolis, MN on October 15-17. 

You might’ve already caught wind of the first wave of speakers gearing up to grace the stage. Heard about the all-new workshops ensuring you’ll walk away with tangible takeaways to implement into your business ASAP. Seen the discounts available to multi-advisor firms treating the conference as a team retreat. Or maybe it was the redesigned schedule that packs as much connection, education, and time to walk away from the daily grind in just three power-packed that caught your eye. 

The short of it: we’re shaking up XYPN LIVE to make it the best place to connect—and reconnect—with your Network. 

Now, get your out-of-office replies ready because you’ll want to grab your pass after you meet the first wave of speakers. 

Meet Your Keynotes: 

Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®
Spend Shame to Spend Success: A Modern Life Stage Dialog

Join Dr. Preston Cherry in addressing the “fear narrative” around spending head-on by intercepting the pendulum swing from savings to spending, reframing the narrative, and redirecting the spend-shaming narrative to create a relatable life-stage-centric spending plan.

Dr. Cherry is the Founder & CEO of Concurrent Financial Planning and Head of the UW–Green Bay Financial Planning Program. Preston specializes in helping people find financial harmony by bridging wealth and well-being that creates their life’s design. Dr. Cherry has over 18 years of financial services and academic experience, including financial planning, investment management, published research in top peer-reviewed journals, and extensive leadership in the planning profession. Preston has been cited by the New York Times, Forbes, the Wall Street Journal, CNBC, and Yahoo Finance. He is a CNBC Advisor Council Member, Top 10 Investopedia 100 Top Financial Advisor, 2022 ThinkAdvisor LUMINARY Finalist, WealthManagement.com Ten to Watch in 2023, 2022 President of the Financial Therapy Association, past practitioner editor of the award-winning Journal of Financial Planning, and Board Member of the FinServ Foundation. Preston is recently married, expecting their first child, and has a vinyl record collection.

Michael Kitces 
Kitces and Carl LIVE 

Join Michael Kitces and Carl Richards in their keynote bringing the no-holds-barred magic of the Kitces and Carl podcast to the XYPN LIVE stage. It’s real talk for real advisors in an AMA-style format that dives deep into the audience-voted topics you want to hear about most.

Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and XY Books, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Carl Richards
Kitces and Carl LIVE 

Join Michael Kitces and Carl Richards in their keynote bringing the no-holds-barred magic of the Kitces and Carl podcast to the XYPN LIVE stage. It’s real talk for real advisors in an AMA-style format that dives deep into the audience-voted topics you want to hear about most.

Carl Richards is a dynamic international speaker and author, well known for his ability to simplify the most complex money ideas. The financial world is traditionally complex and not very friendly to the average individual. Carl Richards cuts through this complexity by creating easy-to-understand sketches that simplify the challenging, but important, subject of finance. As Carl’s sketches have reached a wider audience, his speaking engagements have grown to include presentations that focus on design and the value of images to communicate big ideas. 

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). 

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, which appeared weekly for a decade in The New York Times. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com.

Libby Greiwe
Advisor to CEO: How to Level Up by Thinking Like a Business Owner

Do you ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. 

She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale & retirement in 2019. 

In her keynote, Libby will walk you through her systems to scale processes and share with you how to think like a CEO—think: working ON your business, not just IN it—without drowning in numbers and spreadsheets that don't actually change anything. We'll focus on KPIs and what actually moves the needle for you to build a business and a life that you love. 

Meet First Wave Content Session Speakers:

Jason Howell CFP®, CPWA®, CSRIC®
How to Prepare for 8-Figure Clients

Jason Howell is President of Jason Howell Company, a family wealth management firm that strengthens the finances of families making the transition from first-generation to family wealth. His vision is a world where families grow closer together, give generously, and govern themselves in ways that enrich their local communities.

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered SRI Counselor™, and a Certified Private Wealth Advisor® professional. He is a former U.S. Congressional candidate and has been recognized as a TOP Wealth Adviser by WASHINGTONIAN Magazine, Investopedia 100 Top Financial Advisor, and Northern Virginia Magazine Top Financial Professionals. He is the author of “JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.”

Michael Reynolds CFP®, CSRIC®, AIF®, CFT-I™
How to Build a Weekly "Content Marketing Machine"

Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ is a Financial Advisor and Principal at Elevation Financial LLC.
He’s a former digital marketing agency owner and career changer. After running his marketing agency for 23 years, he sold his business and launched his RIA three months later. He’s now loving his career as an advisor and enjoys using his marketing and tech chops to build his RIA.

He is also host of Wealth Redefined®, a weekly podcast on finance and wealth-building.

Kristin Harad CFP®
Blueprint for Growth: Mapping Your Business Development Ecosystem

Kristin Harad, CFP®, is a seasoned coach helping growth-minded RIA leaders and financial advisors achieve new levels of fulfillment. As the founder of Full Advisor Coaching, she leads the flagship Full Advisor Fundamentals program, 1:1 coaching, Fractional CMO services, and enterprise workshops. With 30+ years to draw from, Kristin leverages her vast experience to help advisors achieve clarity, prioritize efforts, and effect strategies for success. [Tune into her podcast to the FA Coaching podcast to learn more]. 

A proponent of the location-independent lifestyle, she and her family lived in Sydney for three years before returning to San Francisco in 2018. As she faces an upcoming empty nest, Kristin is actively working toward her own next stage of a fulfilling life.

Kate Guillen 
The Ultimate Client Service Tech Stack

Kate is a seasoned operations professional with over a decade of experience in the investment management industry. She has a passion for optimizing firms’ systems and technology to deliver excellent client service, support growth, and increase profitability.

In 2020 she founded Simplicity Ops with a mission to improve the lives of financial advisors and the teams that support them, by simplifying their systems and standardizing operations. Today the Simplicity Ops team has partnered with over 50 firms to build out their operational hub.

Outside of Simplicity Ops, Kate finds joy living in San Diego with her husband, two young daughters, a couple of cats, and a lot of chickens! Kate loves spending time traveling, listening to audiobooks and podcasts, cooking, and entertaining her friends and family!

Rebecca Conner CFP, CPA/PFS, RLP 
Tax Planning LIVE for Mid-Career Professionals

Rebecca J. Conner is a tax nerd and Founder of SeedSafe Financial LLC. She primarily works with tech executives going through complex tax situations around IPOs, M&A, real estate holdings, or side businesses. Her goal is to not let taxes take over the importance of financial planning, but use it as a way to engage clients in better planning and important discussions around their most fulfilled life.

Stephanie Bogan
Right Sizing Your Client Base

Stephanie Bogan is a consultant and coach with 30 years of field-tested experience building, growing, and selling advisory firms After retiring to Costa Rica for 5 years, she un-retired in 2018 to help advisors build wildly successful practices and lives they love as and founder of Limitless Advisor Coaching. Stephanie's sessions are known for jaw-dropping moments, business gems, and actionable insights that will leave you wanting for more

Libby Greiwe
Systems to Scale: How to Build a Killer Client Experience through the 7 Key Processes Every Practice Needs

Do you ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. 

She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale & retirement in 2019. 

Save your seat to XYPN LIVE 2024!

We'll provide the resources— and connections—you need to build your dream firm, all under one roof. Keep an eye out for the full schedule dropping this summer. 

Grab your pass and join us for a celebration of a decade of starting real relationships, connecting the dots, and getting ahead of the curve—prices are increasing after July 31, 2024!