XPX - Making the Most of Your Membership

Event Information

Date & Time

Wed, Nov 24th, 2021
10:50am - 11:30am (EST)


Virtual at 11 AM EDT - you'll receive call-in instructions upon registering


XPX Registration Closed


I can be there! $0.00
I can not make this one - please add me to next month's meeting $0.00

Mary Adams of XPX Global is a member of XPX
Mary Adams
XPX Global
Ron Carmichael
Morgan Stanley Wealth Management
michael Edwards of Precision Bookkeeping is a member of XPX Austin
michael Edwards
Precision Bookkeeping
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Advanced Corporate Solutions
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott M Jones
Scott Jones Financial
Nicholas LoCoco
Marcum LLP
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Dipti Dahal Pandey
Bauer & Company, LLC
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Ted Smith
Next Capital Management
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners – Private Equity

Virtual meeting at 11 AM ET

Welcome to XPX!

Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

You’ll learn:

  • Where to find the resources and information you need to be the best advisor
  • How to share content to increase your visibility in our community
  • How to add your photo and logo to your profile
  • How to maximize the effectiveness and visibility of your profile on our site
  • How to manage your profile, registrations and payments through the website

Your guides will be Cheryl Centeno, XPX Communications Manager, and Angie Ellis, XPX Chapter Administrator.

(We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!