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  • Exit Planning Exchange
Exit Planning Exchange
Apr
14

XPX New York: Strengthening Client Acquisition - Tools for You and Your Sales Team

Details

Date & Time

Thu, Apr 14th, 2022 ⋅ 9:15am - 10:45am (EDT)

Location

Virtual - connection details will be sent prior to the event

Tickets

New York & Tri-State Members
$0.00
Non-members Early Bird (through 4/11)
$25.00
Non-Members Regular Rate
$35.00
Non-Members Same Day Fee
$45.00
Other XPX Chapter Members
$10.00
Guests

Registrants

27 people attended
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
JG
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
+22
During this interactive session tools will be shared to identify potential gaps in your sales organization’s performance and better achieve defined goals and improve growth.


Our Speaker:

Danny Wood
President
Danny Wood Enterprises / Sandler Training

Danny is a nationally recognized business development expert specializing in executive sales consulting and sales productivity training. Business owners, CEOs, and senior managers work with him to maximize sales team potential. These leaders acknowledge that their teams develop the aptitude to realize incremental business that would otherwise have never materialized or been lost to competitors. Danny’s clients achieve superior selling results, focusing on the buyer’s and seller’s attitudes and behaviors - not just techniques.


Agenda:

9:15 – 9:30 AM – Virtual Networking
9:30 to 10:30 AM – Program
10:30 – 10:45 AM - Optional Interpersonal Networking

Virtual Event Pricing:

Non-members: 
$45.00 Same Day Registration
$35.00 Regular Fee
$25.00 Early Bird (through 4/11)

Other XPX Chapter Members: $10.00

XPX NYC and Tri-State Members in good standing are complimentary, so join Today!

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
JG
John Grzymala
Family Office Advisory Services
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
DW
Danny Wood
Sandler Training
JS
Joshua Shoshan
Wealthspire
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
SM
Stephen Mayrose
Morgan Stanley
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
AC
Andrew Crofton
Klingstein Fields Advisors
SE
Steven Eick
Touchstone Advisors
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
IR
Ira Rovitz
Newmark Knight Frank
IR
Ira Rovitz
Newmark Knight Frank
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
SE
Steven Eick
Touchstone Advisors