Connect with like-minded professional advisors dedicated to serving private companies in the heart of the middle market.
Increase your profile in the local business community.
Show your private company clients you’re committed to providing the highest level of service and success.
Build your experience and skills as a leader with XPX.
XPX has over a decade of experience and a deep knowledge base to support you. Here’s a list of the many resources you can draw on in your journey:
*Access to these leader-only resources is provided to Chapter Founders who have completed an application process. To view them, please sign into the website using the email and password you created when you completed your membership application.
A 20-page document in hard copy or in the Startup Kit* section on our website that introduces XPX and the startup process.
A public section on our website with numerous background videos
The resource pages that support all XPX Leaders including financial, membership, sponsorship, events and presidents.*
Found in the Leadership Collaborative, this manual includes checklists for all major functions of an XPX Chapter.*
You can use the top-level navigation of our site to give a good tour of the organization including (from left to right): Advisor Directory, Owners Academy, Chapters, About (including Principles, F.A.Q.s, National Calendar, and Help (with lots of Member Tips).
All Chapters in development are required to take advantage of regular coaching by our Executive Director to help you fill in the blanks as you get to know XPX and to benefit from the many lessons learned in prior startups.
If you would like to learn more, please contact Mary Adams for information and/or view past and future seminars on how to start a chapter.