April 2020 MPC Thumbnail - RecordedBuild Your Own Business: From Financial Advisor to Business Owner

XYPN Director of Member Services Maddy Roche sat down with XYPN Executive Business Coach Arlene Moss for a conversation about what it takes to transform from a solo entrepreneur who does financial planning to a successful business that provides comprehensive financial advice.

This isn’t about learning what you “should” do, but rather determining what needs to be done to build the business you want. From understanding how to navigate the many emotions of firm ownership to crunching the numbers to make sure your finances are in order, you’ll leave this session with your future firmly in your hands. Are you ready to begin the journey from advisor to visionary?





In this recording

Listen as Arlene shares her expert advice on:

  • Planning to launch—from your vision statement to costs to timing
  • Who to hire, when, and how to pay them
  • How to navigate estate planning, tax prep, insurance, and more as a fee-only advisor
  • The biggest challenges when transitioning from a B/D to an independent RIA—and biggest opportunities
  • How to do AUM when you're fee-only
  • Why launching in a location close to other fee-only planners can be beneficial
  • And much more!