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How River Nice Built a Firm for Community, Inclusivity, Intentionality
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We're excited to share another member story from our \"How I Did It\" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually \"leaping\" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance? How do I market myself? What's this going to cost?
moreWhile the questions are the same for advisors starting their own RIA, their decisions are as individual as the advisors making them. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice.
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About the Author
Colby Fey is XYPN's Content Designer. In her role, she works to create member-centered designs that help bring the XYPN experience to life. When she isn't busy supporting the connections that matter, she loves to go camping in the Pacific Northwest.
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- Compliance at XYPN Sapphire: What We Handle & How We Support Advisors
- How to Handle Financial Advisor Fee Objections With Confidence
- Bridging the Professional Divide: How to Collaborate Effectively with CPAs and Other Financial Professionals
- The Art of Saying No: How to Handle Client Requests for Unsuitable Investments (And Strengthen Trust in the Process)
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