US Member:
Maximizing Your Value as An Advisor
The magic of our XPX community happens at the intersection of networking and learning.
This month’s cross-chapter networking breakouts will be focused on three questions about how you and your fellow advisors work to maximize the value of your client engagements.
Our moderator this month is Mary Adams. Mary is a co-founder of both XPX and Insights7. She’ll tee up the questions and facilitate a large group discussion at the end so folks can continue to learn from and about each other.
How to join the program on November 20th:
Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter Community homepage of Swapcard. We'll begin on the hour with a brief introduction before diving into the networking.
Important note for members who are first-time users of Swapcard: Please register by Wednesday, November 19 in order to be added to the Swapcard platform the day before the program.
Registration Fee: $15.00
Event registration will close 1 hour to start time.
