On-Demand Event

Build Your Own Business

From Financial Advisor to Business Owner

XYPN Director of Member Services Maddy Roche sat down with XYPN Executive Business Coach Arlene Moss for a conversation about what it takes to transform from a solo entrepreneur who does financial planning to a successful business that provides comprehensive financial advice.

This isn’t about learning what you “should” do, but rather determining what needs to be done to build the business you want. From understanding how to navigate the many emotions of firm ownership to crunching the numbers to make sure your finances are in order, you’ll leave this session with your future firmly in your hands. Are you ready to begin the journey from advisor to visionary?






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