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
- July 2024 - How you can safely and effectively harness AI Notetakers in your firm with XYPN Ops and XYPN Compliance
- June 2024 - Creating Workflows That Work for You with Hubly and XYPN Ops
- May 2024 - Let's talk AI Notetakers
- March 2024 – How to Conduct Your Own Marketing Audit DIY Style
- February 2024- The Best Ways to Collect Client Data in Onboarding and Beyond (PreciseFP How-Tos)
- January 2024 - New Year Business Resolutions and Onboarding Process Tips
- December 2023 - Leveling up Your Client Meetings
- November 2023 - Sales Funnel Follow Through
- October 2023 - Best Practices on Sales Process
- Outsourcing and Insights from an XYPN Ops user
- September 2023 - The Power of a Client Service Calendar
- August 2023 - Process Documentation
- July 2023 - Top 5 Marketing Mistakes
- June 2023 - Marketing Pt. 2
- May 2023 - Marketing
- April 2023 - Calendly
Webinars
July 2024
View recordings, slides, and companion materials by clicking on the images below!
Recording
Presentation Slides
June 2024
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Presentation Slides
May 2024
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Presentation Slides
March 2024
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Presentation Slides
February 2024
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Presentation Slides
January 2024
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Presentation Slides
Resource Guide
December 2023
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Presentation Slides
November 2023
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Presentation Slides
October 2023
View recordings, slides, and companion materials by clicking on the images below!
Recording
Presentation Slides
Resource Guide
Outsourcing and Insights from an XYPN Ops user
Recording
Presentation Slides
September 2023
Recording
Presentation Slides
Resource Guide
August 2023
Recording
Presentation Slides
Resource Guide
July 2023
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Presentation Slides
June 2023
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Presentation Slides
Resource Guides
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May 2023
View recordings, slides, and companion materials by clicking on the images below!
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Resource Guides
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April 2023
View slides, and companion materials by clicking on the images below!
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Resource Guides
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Webinars
Tips & Tricks: Preparing and Starting Outsourcing
View recordings, slides, and companion materials by clicking on the images below!
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Presentation Slides
Resource Guide
The Missing Step to A Scalable Firm: The Why, What and How of Documenting Your Processes
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Resource Guides
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