Ask Me Anything: To Scale or Not To Scale Your RIA

As part of our ongoing "AMA Series," this session promises to be another engaging and informative event giving you a front-row seat to advisors who've been there, done that, successfully.  

As an established firm owner do you find yourself at a crossroads? You’ve grown your firm. What’s next? The horizon expands in every direction but how do you determine which opportunities will serve you, your clients, and your firm best? Whether you feel like you are on an island as an owner or surrounded by supportive team members contributing their own ideas, it’s time to evaluate your current situation so you can design your firm’s best future.   

Join this impactful AMA with XYPN members Christina Empedocles and Tyler Gray to hear from those on the other side of the decisions you find yourself navigating. Look forward to a candid conversation about: 

• Evaluating your firm’s current situation and ideal future to help decide if and when to scale

• Building a community for ongoing success

• Succession planning

• Staying on top of the ever-changing landscape of financial advisor technology

• How to manage your Compliance needs as your firm changes

This AMA is your chance to gain wisdom from peers who understand your unique situation and want to help you live your best life—from discovering what that looks like to making it possible. Bring your best questions and join us for actionable insights and tools to help you assess, process, and proceed toward a future that fits you and your firm!