Virtual Event

Ready to Launch? How to Know If You’re Ready to Go Out On Your Own

Apr 1, 2025 @ 10 AM PT / 1 PM EST

XYPN Logo Mark

x

Partner Logo

Starting your financial planning firm is a bold and exciting step, but how do you know if you’re truly ready? In this session, Hannah Moore, CFP®, founder of Guiding Wealth and Amplified Planning, will guide attendees through the essential education, experience, and skills required to launch and sustain a firm successfully. From core technical knowledge to the softer skills needed to thrive as a firm owner, Hannah will outline what it takes to run your practice confidently.

Join Hannah as she discusses how to:

  • Assess whether you have the foundational education, experience, and skills to launch a firm.
  • Build and refine core technical knowledge and client communication skills.
  • Identify the softer skills necessary to thrive as a business owner.
  • Develop actionable strategies for gaining hands-on experience and refining your expertise.
  • Create a pathway for gaining confidence in the planning profession before launching your practice.

Whether you're preparing to leap or just exploring your options, this session will offer a clear pathway to confidently launch your career as a firm owner.

Featuring

Register Now