Becoming an independent advisor doesn’t have to mean launching your own RIA. For many advisors, the best path is to join an established firm that allows you to maintain full ownership and autonomy, without taking on the operational burden.
The Sapphire Roadmap demonstrates precisely how you can maintain complete control over your business and client relationships while leveraging the operational infrastructure, compliance management, and support network that enables sustainable growth and long-term success.
Download the Sapphire Roadmap today to discover your independence, our operational engine, and your path to success. See how Sapphire can help you build the practice you want with the support you need.
Understand what to review in your current agreements, how to prepare your clients, and what steps to take so your move into independence is clear, compliant, and stress-free.
Run Your Practice with Built-In Support
Learn how Sapphire’s tech stack, trading desk, compliance team, and back-office operations work together to keep your business running smoothly—so you can focus on clients.
Grow with a Partner Invested in Your Success
See how XYPN’s expert network, ongoing guidance, and member community help you stay competitive, support your long-term goals, and build a thriving independent practice.
