September 2019 MPC Thumbnail - LiveBuilding a Client Base in Year One

You're invited to a live webinar!

Your first year as an independent financial advisor will offer no shortage of struggles (fear not, you'll also experience your fair share of successes!). Undoubtedly, new firm owners spend considerable time worrying about where and how they'll find their first clients, and rightfully so: building a client base in your first year is key to success and sustainability.

In this webinar, XYPN members Kristy Runzer and Trent Porter will share their first-year firm ownership journeys, diving into the details of how they built their client bases and set themselves up for success. This call is ideal for anyone considering launching their own financial planning firm.


When: Wednesday, September 4, 2019 at 9pm EST/6pm PST

Where: Dial in by phone from anywhere or join us via computer

Who:  This event is ideal for anyone considering an XY Planning Network membership

How: Register below