On-Demand Event

Building a Client Base in Year One

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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 video, 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. 


Kristy Runzer Headshot

Kristy Runzer

Trent Porter Headshot

Trent Porter

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