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On-Demand Event

The Path to Firm Ownership

Should you Buy, Partner, or Launch Your Own RIA?

Please answer the following questions to watch this exclusive session

 
Are you thinking about owning your own RIA but unsure of the best approach? Recorded at XYPN LIVE 2024, join XYPN Executive Business Coach Arlene Moss and experienced XYPN members Andy Panko, CFP®, RICP®, EA, Melissa Ellis, MS, CFP®, CDFA®, Nick Nauta, CFP®, CLU®, and AJ Ayers, CFP®, EA, CEP, RLP for an insightful discussion on the various paths to firm ownership.
 
 
This session will cover options such as buying into an existing firm, partnering, or starting from scratch, and will include valuable advice on research, considerations, and lessons learned from those who have been through the process. Don’t miss this opportunity to gain practical insights and find the path that's right for you.

Featuring

Arlene Moss Headshot

Arlene Moss

XYPN
Andy Panko Headshot

Andy Panko

Tenon Financial
Melissa Ellis Headshot

Melissa Ellis

Sapphire Wealth Planning LLC
Nick Nauta Headshot

Nick Nauta

Shotwell Rutter Baer
Aj Ayers Headshot

Aj Ayers

Brooklyn FI, LLC

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