How to invite colleagues to an XPX meeting


XPX is a tight network of like-minded advisors to privately-held businesses.  We grow through word of mouth–by members inviting their colleagues to join a meeting.  This helps XPX but it also helps you.

If you are like most XPX members, you rely on referrals to get new business.  So the stronger the network, the richer your experience. Inviting like-minded advisors makes this happen. 

And you raise your own visibility. When you introduce another advisor to XPX, you demonstrate to them that you are part of a movement to bring professionalism, collaboration and education to the lower middle market.  And you raise your visibility within XPX by bringing in new like-minded professionals. 

We make it easy for you to invite others. Here are your options:

  1. When you register for a meeting, you automatically receive a confirmation with a link to the event. You can forward that email or just copy the link and put it in your own personal email.
  2. Can’t find the confirmation email? Go to your Chapter’s event calendar and click on the event. Copy that URL and insert it into an email to your colleague
  3. On the go? You can also do find and share the link from your phone. Our website is fully mobile compatible. Just go to your Chapter’s event calendar and share that link to the event.

One word of caution: it’s best to not forward an invitation you receive from our system. The invites we send out to you are for you only and have links that automatically log you into our system. So you want to always use the options above.

Help XPX and help yourself. Invite people you know and trust to attend the next XPX meeting in your area!

Updated: Jun 13, 2019

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