How to Launch, Run, & Grow A Successful Fee-Only Firm: Lessons Learned From Hundreds of Advisors
What does it take to strike out on your own and become a successful fee-only firm owner? When it comes to answering this question, we can think of no one better suited than host of #XYPNRadio, Senior Director of Member Success, and XYPN’s longest-standing team member Maddy Roche. After six years and hundreds of conversations with financial advisors who have taken the leap to independence, Maddy knows a thing or two (or a million) about what it takes to succeed—and what almost certainly leads to failure. Join Maddy as she shares her best advice for fee-only firm owners—and firm owner hopefuls—looking to make a positive impact on both their lives and the lives of others.
In This Recording
Listen as Maddy shares her expert advice on:
- Advice for launching and establishing your RIA
- Biggest challenges in transitioning
- CFP study tips
- Startup costs
- Outsourcing your business
In the meantime, you might enjoy these helpful resources:
- Launching Your Own RIA: Advice from Advisors Who Took the Leap
- Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch
- What You Need to Know About Launching Your Own Financial Planning Firm
- How to Determine Your Services and Fees When Launching Your RIA
- How to Activate and Accelerate Your Financial Planning Firm's Growth
- The Benefits, Challenges, and Costs of Growing Your Firm
- How to Build a Sales Pipeline for Your Financial Planning Firm
- XYPN First Year Budget Projection
- How to Find Your Niche as an Independent Financial Advisor: What Would Arlene Say?
- Mastering Mastermind Groups
