October 2019 MPC Thumbnail - RecordedSecrets to Surviving Your First Year as a Firm Owner

Anyone who has launched their own financial planning firm will tell you it's no small feat. But the challenge doesn't need to feel insurmountable. There are plenty of advisors who have successfully set off on their own and lived to tell the tale.

Learn the tricks of the trade from two of those advisors—XYPN members Ashley Coake and Michael Mustian—as they share how they came to be successful firm owners and how they continue to drive success in their practices today. 


Video Thumbnail

Please enter your information below for immediate access.



In this recording

Listen as Ashley and Michael share their first year insights on

  • Initial registration and XYPN's compliance support
  • Determining the legal structure for their firm
  • Identifying, and evolving, their fee structures
  • How much they spent in the first year (it might be less than you think!)
  • Their top tips for your first year related to compliance, marketing, and more

Mentioned in this recording