You want to your advice to have lasting impact. Build your recommendations into our platform to provide your clients with a roadmap and tools to deliver continuous improvements.
Business Focus
We help you win more work with less effort. Our system helps you move to trusted advisor status faster, get noticed by leaders, and brings new projects directly to you.
Client Results
We help companies unify strategy execution. All your plans, goals and performance numbers in one place. And built-in, collaborative tools to work better, cut costs and grow holistic business value.
Membership information
Membership
Advisor Resource Center
Member since
Member for 19 years
Why I'm a Member of XPX
As a Co-Founder of both XPX and Insights7, I know that this is the place to build relationships with the best advisors to privately-held companies!