Operations Office Hours

Need help streamlining client meetings? Wish you knew the best way to use Wealthbox tags? Whatever tech, admin, and operational tasks have you spinning your wheels, the XYPN's operations support and consulting is here to help you get unstuck!


📍 We've paused Office Hours for the next few months, but you can view past recordings below


Office Hour & Webinar Replays

Office Hours


Webinars

July 2024

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Recording


Presentation Slides

June 2024

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Recording

Recording


Presentation Slides

May 2024

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Recording

Presentation Slides

March 2024

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Recording

Presentation Slides

February 2024

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Recording

Presentation Slides

January 2024

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Recording

Passcode: J6T!z&Kw

Presentation Slides

Resource Guide

December 2023

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Recording

Presentation Slides

November 2023

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Recording

Passcode: i.Xixv#3

Presentation Slides

October 2023

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Recording

Presentation Slides

Resource Guide

Outsourcing and Insights from an XYPN Ops user

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Recording

Presentation Slides

September 2023

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Recording

Presentation Slides

Resource Guide

August 2023

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Recording


Presentation Slides

Resource Guide

July 2023

View recordings, slides, and companion materials by clicking on the images below! 

Recording

Presentation Slides

June 2023

View recordings, slides, and companion materials by clicking on the images below! 

Recording

Presentation Slides


Resource Guides


May 2023

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Recording

Passcode: Z?9L7Z&d

Presentation Slides

Resource Guides

April 2023

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Presentation Slides


Resource Guides


Webinars

Tips & Tricks: Preparing and Starting Outsourcing

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Recording

Presentation Slides

Resource Guide

The Missing Step to A Scalable Firm: The Why, What and How of Documenting Your Processes

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Recording

Presentation Slides

Resource Guides


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