XPX NEW ENGLAND JULY SESSION POWER OF 5

JULY VIRTUAL "POWER OF FIVE" PROGRAM REGISTRATION!

For those of you who are new or have not participated previously, one of our most popular offerings has been the “Power of Three” Networking Program. This is a New England members-only benefit bringing together small groups of advisors from different disciplines and providing a series of structured meetings so you can get to know each other on a much deeper level than you typically can at our monthly events.

Why are we changing?

In this current Covid19 world in which we are living and working, our clients are in need of varied advice as what to do to survive today and move forward tomorrow. This expanded program will allow for meeting a larger cross section of advisors. And, if we use these groups as a platform from which we can get to know one another, discuss client issues we are encountering, and perhaps collectively reach some solutions for a client, we will be directly fulfilling the promise of XPX. And, if we’re able to refer a member of the group to a client as part of the solution, awesome!

Current Program

Our initial program launched in May is ending now and the feedback received has been very positive. We had over thirty people participate. So, it’s now time to register for our June program. Our virtual groups of 5 will continue to be composed of members from as many different advisory verticals as possible (CPA, Attorney, Banker, Wealth Advisor, Exit Planner, Consultant, etc.).

Also, since geography is not an issue in the virtual world, many of you will be able to link up with other members who live outside your immediate area (New Hampshire, Western Massachusetts, Cape Cod, etc.) thus providing the opportunity for some relationships to expand geographically.

How will it work?

Meetings of course can be held at any time in the morning, afternoon or over cocktails.

By signing up for the program, your only commitment is to meet with your group at least once during the month for at least an hour. That said, if the group decides to meet more than once, all the better.

So, for those of you interested in participating in the June session, please get back to us by Wednesday, July 1st so that we can put together the new list of groupings to start early the following week.

Also, please sign up on the registration form and let me know if will be able to host a Zoom, Webex or whatever video conferencing service you use for 5 people for a longer period than say the free 40 minutes on Zoom.

See you soon!

Tom LeBlanc, XPX NE Board of Director

email: tom@btaplans.com

Cross-Chapter Program also available for those who are interested