CALL FOR ENTRIES - XYPN LIVE 2024 AdviceTech Competition Nominations open through July 31, 2024
BOZEMAN, Mont.
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July 15, 2024 02:20 PM Eastern Daylight Time
Now celebrating its 10th year as the premier conference for fee-for-service financial advisors, XYPN LIVE 2024, will take place in Minneapolis from Oct.15-17, 2024, with tickets now available. Conference organizers are seeking entries from innovative platforms and solutions that empower financial advisors to enhance their business operations and deliver client-centric advice. Finalists will have the chance to showcase technology that supports financial "advicers" in running more efficient, profitable, and impactful practices, presenting to more than 700 attendees.
Criteria for Entry:
- Technology designed for financial advisors to deliver advice as a service
Applicants must meet one or more of the following requirements:
- Be an existing company with a new, independently priced offering
- Have less than $1 million in revenue
- Launched in the last 12 months
Submission Deadline: July 31, 2024, at 5:00 PM MT
Selection Process: Finalists will present their technology on stage at XYPN LIVE, judged by a committee of industry-leading experts and influencers. Awards include "Best in Show" by a panel of experts and "Advicer's Choice" by conference attendees.
Previous Winners include notable platforms such as Snappy Kraken (2016), Vestwell (2017), Mineral Interactive (2018), Holistiplan (2019), IncomeLab (2022)
Awards for Finalists:
- Showcase with a 7-minute demo
- Two complimentary Exhibit Hall passes
- Discounted booth space at XYPN LIVE 2024
- Promotion through XYPN channels
Winners Receive:
Best in Show: Free exhibitor booth at XYPN LIVE 2025, exposure to industry leading judges, and promotion via XYPN channels
Advicer's Choice: Free webinar with XYPN’s Network and promotion via XYPN channels
To nominate your company, please complete and submit entries in the online form by 5:00 PM MT on July 31, 2024.
Any questions on the submission process or the awards program itself can be directed to david.bowman@xyplanningnetwork.com.
Purchase Tickets (Early bird ticket discounts are available through July 31st)
About XYPN
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.
Contact Details
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Lisa Aldape
Company Website
