November 2020 MPC Thumbnail - Recorded

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