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Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Nov 4, 2025 1 min read
Charlotte
Advisor Resource
XPX advisors bring a focus on short- and long-term value creation for their clients. The go-to metric of value is often the financial valuation.
Nov 3, 2025 2 min read
Advisor Resource
Hope + Systems = Momentum A hopeful vision without systems of engagement fades fast. When you pair vision with clear roles, feedback loops, and
Oct 30, 2025 4 min read
Atlanta
In my September article, I introduced the “Early Exit Planning Project”, a nationwide collaboration among XPX chapter members focused on improving exit outcomes for
Oct 30, 2025 1 min read
Charlotte
Advisor Resource
This article summarizes the key takeaways from the October 2025 Cross-Chapter Networking event, where breakout groups discussed two main questions related to Early Exit
Oct 30, 2025 4 min read
Charlotte
Advisor Resource
Recent Gallup data reveals that global employee engagement fell from 23% to 21% in 2024, marking only the second dip in the past 15 years—and
Oct 29, 2025 2 min read
Atlanta
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