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?
Arlene has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model. Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way