A Wealthtender + XYPN Event for Advisors · Sheraton San Diego Resort
One morning on the marina.
A growth plan for the year ahead.
Green Light Go: The Advisor Growth Workshop.
Join us before XYPN LIVE 2026 for three energizing sessions to learn how to compliantly grow your practice with online reviews, achieve a five-star reputation, and get found by prospects in AI search.
Your Morning, Mapped
Sunrise to send-off
Every session is built for participation: raise-your-hand polls, live Q&A, and conversations that continue over the break.
Green Light Go: Reviews, Compliantly
The regulatory landscape and what compliant collection actually requires.
First Review to Five-Star Reputation
The advisor’s playbook from members and marketers who’ve built it.
Get Found & Get Chosen: AI Search
SEO and AEO steps to show up when prospects ask AI for an advisor.
Kickoff at 9:00 with Brian Thorp, Diana Cabrices, and XYPN’s David Bowman · Wrap and resources at 11:55
Your Speakers
Ten voices advisors actually listen to
Wealthtender and XYPN leadership, marketing experts, and XYPN members with real results.
Meet the Lineup
About your speakers
Follow the links to connect with each speaker before or after the workshop.
Brian Thorp
Brian founded Wealthtender, the leading independent SEC-compliant reviews platform and find-an-advisor directory, after more than two decades in financial services leadership.
Diana Cabrices
Diana is a sought-after industry speaker who helps financial advisors modernize how they market, build trust, and grow. She guides the morning and keeps every panel moving.
David Bowman
Dave leads partnerships at XY Planning Network, connecting members with the tools and services that help fee-for-service financial planners launch and grow thriving firms.
Buddy Griffiths
As XYPN’s Chief Compliance Officer, Buddy helps members navigate the regulatory landscape, including the SEC Marketing Rule and the state-by-state modernization of testimonial and review rules.
Niki Clark
Niki builds bold, unboring marketing for established advisory firms, with deep fluency in what resonates with clients and prospects.
Michael Reynolds
Michael is a financial planner and principal at Elevation Financial, a fee-only fiduciary financial planning and investment management firm.
Eric Simonson
Eric leads Abundo Wealth, a fast-growing advice-only planning firm, and founded the Advice-Only Network. He speaks from experience building a firm-wide review program that fuels growth.
Kelly Klingaman
Kelly is the founder of Kelly Klingaman Financial Planning and an active voice in the XYPN community on building a modern, trust-first practice.
Jeff White
As XYPN’s Director of Product, Jeff drives how members get found by prospects, with deep expertise in SEO and the emerging world of AI-driven search.
Brent Carnduff
Brent is the founder of Advisor Rankings, an SEO and AEO visibility agency dedicated to financial advisors, helping firms turn online presence into client growth.
Free Registration
You’ve got the green light
Start XYPN LIVE a day smarter. You don’t need to be an XYPN member, or even attend the main conference, to join us for the morning. Space is limited, so save your seat today.
- Three workshop sessions with ten expert speakers
- Resource pack with guides mapped to every session
- Optional breakfast with speakers on the marina
- Submit your question in advance, we’ll work it into the panels
Reserve my seat
Can’t Wait for September?
Start learning today
Free education from Wealthtender’s advisor marketing library.
On-Demand Marketing Masterclasses
Learn from industry experts on client reviews, SEO and AI visibility, referrals, and more ways to grow your practice.
Start learning →Get Found by ChatGPT & AI Search
How AI tools evaluate advisors, and how to become their recommendation.
Read the guide →State Review Rules Tracker
Where your state stands on client testimonials under the modernized rules.
Check your state →Wealthtender, Inc. · 1401 Lavaca St. #893 · Austin, TX 78701
This page is for educational purposes and is not legal or investment advice. Links to third-party websites are not endorsements. Event details subject to change.