Big Takeaways from XYPN Live!

Large conference room full of people watching a woman (Stephanie Bogan) and a man (Adam Cmejla) present on stage in the front of the room.

As a member of the XY Planning Network, I had the fortune to attend XYPN Live in Atlanta, Georgia last week.

Michael Kitces asked me about my big takeaways from the conference. They were all about mindset!

Biggest Takeaways

  • Stephanie Bogan’s challenge to think bigger

  • Michael Kitces’ closing keynote on scaling

  • Adam Cmejla’s perspectives on growth and automation

Funny Moments

  • A keynote presenter discounting the importance of "why" and then repeatedly referring to the network as "XPN"... without the Y!

  • Cecil Staton and Kyle Newell’s instant classic on Georgia and Florida football!

  • Alan Moore correcting someone about the spelling of his name on stage… and someone spoofing him in the Q&A chat as “Allen Moore”!

  • Zach Teutsch and Danika Waddell wearing matching plaid shirts the last night! #twinning

Met Some Influencers

I met many who were instrumental to me becoming a financial planner:

  • Alan Moore, Michael Kitces, and Maddy Roche opened the door to this world with their outstanding podcasts

  • Zach Teutsch was the first advisor to encourage me to launch my firm

  • Meg Bartelt shares innumerable insights about successfully launching and building a financial advisory

  • Andy Panko inspires me and hundreds of others to build communities

  • Valerie Rivera helps me set boundaries

Other Great Conversations

  • Mike Zung raising the efficiency bar

  • Jenn Steliga building the firm you envision

  • Holly Davis niching intentionally

  • Jason Howell learning from XY exhibitors

  • Maggie Klokkenga making meetings an experience

  • Patrick King committing to video

  • Daniel Kopp extraordinary impact

  • Jamie Clark systematizing everything

  • Brian Thorp website domain authority

  • Jay Zigmont launching an SEC registered firm

  • Joe Petry radical generosity

  • Lisa Eaton conference takeaways and marketing

Thank you all… and more!

If you’re interested in meeting with me on a Zoom call…


Disclaimer

In addition to the usual disclaimers, neither this post nor this image includes any financial, tax, or legal advice.

Kevin Estes, CFP®, MBA | Founder | Scaled Finance

Kevin Estes is a financial planner helping T-Mobile employees and their families live their best lives.

He worked in T-Mobile Financial Planning & Analysis for nine years and has extensive experience with T-Mobile’s compensation and benefits package. He received a certificate in financial planning from Boston University, passed the CERTIFIED FINANCIAL PLANNER™ exam, and founded Scaled Financed in 2022.

About | LinkedIn | Contact

https://www.scaledfinance.com/
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