How to Get the Most Out of Your XPX Membership

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content


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XPX is a powerful ecosystem of advisors who are all focused on the success of companies in the lower middle market. As a member, you have an opportunity to contribute to and benefit from this ecosystem. 

Here are a three tips for getting the most out of your membership:

1.  Attend Chapter meetings to learn and build relationships:

  • Learn from the programming
  • Meet new people and share your experiences 
  • Stay in front of people you know
  • Hear about how our members apply the XPX Advisor Principles
  • (Multiply these benefits by attending other Chapter meetings at the member rate!)

2.  Use Member Profiles to find and get found:

  • Find other members through the advanced searching in our directories of all members or just the members of your Chapter
  • Reach out to other members (if you’re logged in you can click to email them from their profile)
  • Get found by members and website visitors (make sure to log in and optimize your profile so your expertise is clearly detailed)
  • Rest assured that all the members you see share our core principles

3.  Use the Knowledge Exchange to learn and raise your visibility:

  • Learn from writings and videos from our members and chapters
  • Reach out to authors through their profiles to learn more
  • Contribute content to raise your own visibility
  • Demonstrate your principles through your writings and content

4.  Maximize your visibility and connections by stepping up:

  • Check out our sample volunteer opportunities and talk with your Chapter’s board about getting more involved
  • Consider stepping up as a Chapter sponsor. In addition to your personal profile, we’ll feature your corporate logo in emails, at meetings and on all pages of our website.

Questions? Please reach out to us!

Updated: November 11th, 2019