XPX Atlanta

?? Advisors to business owners – your people are right here! ?? Tired of traditional networking that feels more like a grind than a gain? At XPX Atlanta, we’re building something better – a collaborative ecosystem where trusted advisors come together to serve clients more fully, grow their practices more strategically, and enjoy the journey more than ever. ?? But don’t just take our word for it – hear directly from our members in the video below! ?? Whether you’re a wealth manager, M&A advisor, consultant, or legal professional, XPX offers a smarter, more collaborative way to do business. Ready to learn more? Here’s how to get involved: ? Be our guest at the April Networking Luncheon – https://lnkd.in/eWXBJqZ5 ? Experience XPX firsthand at our next intro session – https://lnkd.in/egBXBTgG ? Join XPX, get engaged, and start building – https://lnkd.in/epB5mYBg Let’s take exit planning – and your business – to the next level. #XPXAtlanta #TrustedAdvisors #BusinessTransitions #Collaboration #ExitPlanning

?? A collaboratively excellent time was had by all! XPX Atlanta members and a fine contingent of guests gathered at Mutation Brewing for an evening of great conversations and valuable connections. Are you a trusted advisor to business owners looking to build your own business? Learn more about a better ecosystem for exit advisors at the next Experience XPX: ??? Date: March 27th at 9:00 AM - 10:00 AM ?? Location: Virtual Register Here: https://lnkd.in/eKBZwzcB #XPXAtlanta #Networking #BusinessTransitions

?? Spring Networking Social! ?? Join XPX Atlanta for an evening of great conversations and valuable connections. ?? Date: March 11, 2025 5:30 PM - 7:30 PM ?? Location: Mutation Brewing - 5825 Roswell Rd NE Sandy Springs, GA 30328 #XPXAtlanta #Networking #BusinessTransitions

??? T???? ?????????? ???? ???? ?????? ???????????????? ???? ?????? ??????????????’?? ???????????????? ????????????????!??? We heard from Gerardo Kerik, Principal AI Consultant and Digital Strategist with WSI, on?"???? ?????? ????????????????", where Gerardo shared How-To's and actionable insights on how artificial intelligence empowers advisors, and their business owner clients, to thrive. In this session we explored the latest AI trends and saw real-world examples of how AI is transforming industries. Gerardo gave us valuable insights to enhance your practice and navigate the AI revolution. Thank you to?Gerardo, and all the February Luncheon attendees, for gathering together and learning in such a packed room of trusted business advisors.

?? AI is reshaping industries, but how can advisors and business owners harness it for strategic growth and seamless transitions? ?? In this short clip, Gerardo Kerik, AI Strategist, shares how AI goes beyond technical innovation—it’s a tool to streamline workflows, boost productivity, and unlock long-term value. Whether you’re optimizing your advisory practice or guiding clients through their exit journey, the possibilities with AI are endless. ?? Don’t miss XPX Atlanta’s February Luncheon, where trusted advisors gather to explore practical ways to leverage AI for business growth and client success. ?? Date: Tuesday, February 11th from 11am - 1pm ???Location: Maggiano's Little Italy Perimeter - Corleone Room - 4400 Ashford Dunwoody Rd, #3035, Atlanta, GA 30346 ???Save your spot: https://lnkd.in/eXaAGCgk ?? Let’s redefine what’s possible together. See how AI can transform advisory practices and drive better exits. #XPXAtlanta #BusinessTransitions #AIInnovation #TrustedAdvisors #Collaboration

?? ?How Will AI Shape the Future of Advisors and Business Owners???? At XPX Atlanta’s February Luncheon, we’ll explore how advisors and business owners can navigate AI-driven change with?Gerardo Kerik, AI Strategist and Technology Expert. With 72% of business leaders believing AI can help them achieve their goals, but over half lacking a strategic plan, this discussion is more timely than ever. ? ?Discover how to simplify workflows with AI ? Anticipate and adapt to tech advancements ? ?Identify opportunities for growth and efficiency ?? Date: Tuesday, February 11th from 11am - 1pm ?? ?Location: Maggiano's Little Italy Perimeter - Corleone Room - 4400 Ashford Dunwoody Rd, #3035, Atlanta, GA 30346 ?? ?Save your spot: https://lnkd.in/eXaAGCgk Join us to gain insights and connect with forward-thinking professionals! #XPXAtlanta #AIForAdvisors #FutureOfBusiness #ExitPlanning #TrustedAdvisors

?? ???????????? ?????? ?????????? ???? ???? ?????? ???????????????? ???? ?????? ??????????????’?? ???????????????? ????????????????! ?? We’re thrilled to welcome Gerardo Kerik, Principal AI Consultant and Digital Strategist with WSI, as this month’s featured speaker. Join us for an engaging and timely session on? "???? ?????? ????????????????", where Gerardo will share How-To's and actionable insights on how artificial intelligence can empower advisors and their business owner clients to thrive. ???????? ??????’???? ???????? ???????? ???????? ??????????????: ? ???????????????????? ???????? ??????????????????: Discover how AI can simplify your processes and deliver value to clients. ? ???????? ?????????? ???? ???? ????????????: Learn about the latest developments in AI and what they mean for your business. ? ????????-?????????? ????????????????????????: Explore practical examples of AI in action, transforming industries like yours. Whether you’re looking to enhance your practice or help your clients navigate this tech revolution, this session is packed with insights you can’t afford to miss! ?? ????????: Tuesday, February 11th from 11:00am - 1:00pm EST ?? ????????????????: Maggiano's Little Italy, Perimeter Corleone Room - 4400 Ashford Dunwoody Road, #3035, Atlanta GA 30346 ?? Let’s reimagine how advisors and businesses succeed in a rapidly evolving world. Reserve your spot today! ?? https://lnkd.in/eXaAGCgk #XPXAtlanta #AIForAdvisors #ArtificialIntelligence #BusinessGrowth #ExitPlanning #ProfessionalDevelopment

?????? ?????????????????? ?????? ???????? ???? ???????????????? ??????????????????. ???????? ???? (at Maggiano's Perimeter!) ?????? ?????? ???????????? ?????????? ???? ?????? ???????????????? ??????????????. ???????? ???????????????? ?????????????? ?????? ?????????????? ?????????? ???? ?????? ?????????????? ???????????? ?????? ?????????????? ???????? ?????? ?????????????? ?????????????? ???????? ?????????????? Tuesday, Jan 14th 11:00 am - 1:00 pm Maggiano's - Perimeter (Corleone Room) We’ll discuss the economic outlook in depth with David Altig, Executive Vice President and Chief Economic Adviser at the Federal Reserve Bank of Atlanta. ?? ???????????? ???????? ?????? ?????????? ????????????: ????????????????’?? ???????????? ?????????? ?????????????????? Corleone Room 4400 Ashford Dunwoody Rd, Ste 3035 Atlanta, GA 30346 ???????????????????????? ?????? ???????? ?????? ?????????????? ?????? ???????????? ???? ???????? ??????! https://lnkd.in/eUdfcRSb ????TURNOUT WILL BE HIGH, BUT WE HAVE ADDED EXTRA CAPACITY David has a great presentation planned for us, so we’ll dispense with our standard XPX program format of panelists and breakout sessions to make ample room for what we expect to be a lively, lengthy, and open Q&A. Here’s a little more about our esteemed speaker: David Altig Executive Vice President and Chief Economic Adviser Federal Reserve Bank of Atlanta David E. Altig is executive vice president and chief economic adviser at the Federal Reserve Bank of Atlanta. He serves on the executive leadership team for the Bank's economic mobility and resilience strategic priority, is an executive cosponsor of the Working Families Employee Resource Network, and is an adviser to the executive leadership committee. Altig is a fellow past president of the National Association for Business Economics. In addition, he is a member of the advisory council of the Global Interdependence Center and its College of Central Bankers and a member of the National Business Economics Issues Council. He serves on the board of the Konstanz Seminar on Monetary Theory and Policy. He has past and pending published research in several prominent professional journals, including the American Economic Review, the Journal of Econometrics, the Journal of Monetary Economics, and the National Tax Journal. #xpxatlanta #january2025 #atlantafederalreservebank #2025EconomicOutlook #exitplanningexchange

?????? ?????????????????? ?????? ???????? ???? ???????????????? ??????????????????. ???????? ???? (at Maggiano's Perimeter!) ?????? ?????? ???????????? ?????????? ???? ?????? ???????????????? ??????????????. ???????? ???????????????? ?????????????? ?????? ?????????????? ?????????? ???? ?????? ?????????????? ???????????? ?????? ?????????????? ???????? ?????? ?????????????? ?????????????? ???????? ?????????????? Tuesday, Jan 14th? 11:00 am - 1:00 pm? Maggiano's - Perimeter (Corleone Room) We’ll discuss the economic outlook in depth with David Altig, Executive Vice President and Chief Economic Adviser at the Federal Reserve Bank of Atlanta. ?? ???????????? ???????? ?????? ?????????? ????????????:? ????????????????’?? ???????????? ?????????? ?????????????????? Corleone Room 4400 Ashford Dunwoody Rd, Ste 3035 Atlanta, GA 30346 ???????????????????????? ?????? ???????? ?????? ?????????????? ?????? ???????????? ???? ???????? ??????! https://lnkd.in/eUdfcRSb David has a great presentation planned for us, so we’ll dispense with our standard XPX program format of panelists and breakout sessions to make ample room for what we expect to be a lively, lengthy, and open Q&A. Here’s a little more about our esteemed speaker: David Altig Executive Vice President and Chief Economic Adviser Federal Reserve Bank of Atlanta David E. Altig is executive vice president and chief economic adviser at the Federal Reserve Bank of Atlanta. He serves on the executive leadership team for the Bank's economic mobility and resilience strategic priority, is an executive cosponsor of the Working Families Employee Resource Network, and is an adviser to the executive leadership committee. Altig is a fellow past president of the National Association for Business Economics. In addition, he is a member of the advisory council of the Global Interdependence Center and its College of Central Bankers and a member of the National Business Economics Issues Council. He serves on the board of the Konstanz Seminar on Monetary Theory and Policy. He has past and pending published research in several prominent professional journals, including the American Economic Review, the Journal of Econometrics, the Journal of Monetary Economics, and the National Tax Journal. #xpxatlanta #january2025 #atlantafederalreservebank #2025EconomicOutlook?#exitplanningexchange

?????? ?????????????????? ?????? ???????? ???? ???????????????? ??????????????????.? ???????? ???? ?????? ?????? ???????????? ?????????? ???? ?????? ???????????????? ??????????????. Tuesday, Jan 14th? 11:00 am - 1:00 pm ???????? ???????????????? ?????????????? ?????? ?????????????? ?????????? ???? ?????? ?????????????? ???????????? ?????? ?????????????? ???????? ?????? ?????????????? ?????????????? ???????? ?????????????? We’ll discuss the economic outlook in depth with David E. Altig, Executive Vice President and Chief Economic Adviser at the Federal Reserve Bank of Atlanta. ?? ???????????? ???????? ?????? ?????????? ????????????:?? ????????????????’?? ???????????? ?????????? ?????????????????? Corleone Room 4400 Ashford Dunwoody Rd, Ste 3035 Atlanta, GA 30346 ???????????????????????? ?????? ???????? ?????? ?????????????? ?????? ???????????? ???? ???????? ??????! https://lnkd.in/eUdfcRSb David has a great presentation planned for us, so we’ll dispense with our standard XPX program format of panelists and breakout sessions to make ample room for what we expect to be a lively, lengthy, and open Q&A. Here’s a little more about our esteemed speaker: David Altig Executive Vice President and Chief Economic Adviser Federal Reserve Bank of Atlanta David E. Altig?is executive vice president and chief economic adviser at the Federal Reserve Bank of Atlanta. He serves on the executive leadership team for the Bank's economic mobility and resilience strategic priority, is an executive cosponsor of the Working Families Employee Resource Network, and is an adviser to the executive leadership committee. Altig is a fellow past president of the National Association for Business Economics. In addition, he is a member of the advisory council of the Global Interdependence Center and its College of Central Bankers and a member of the National Business Economics Issues Council. He serves on the board of the Konstanz Seminar on Monetary Theory and Policy. He has past and pending published research in several prominent professional journals, including the?American Economic Review, the?Journal of Econometrics, the?Journal of Monetary Economics, and the?National Tax Journal. #xpxatlanta?#january2025?#atlantafederalreservebank?#2025EconomicOutlook