What to Know Before You Launch: The Top Questions Financial Advisors Ask

Starting your own firm is an exciting yet challenging journey, and having the right guidance can make all the difference. Join Arlene Moss, XYPN Executive Business Coach, as she shares the top questions she gets asked by financial advisors launching their own firms. With years of experience coaching financial advisors, Arlene will cover what you need to know to navigate your firm ownership journey successfully. And don't worry, she'll leave plenty of time at the end for your questions in case they don’t make her top 5 list!

What You’ll Learn:

1. The big picture: What you need to understand about launching a firm and setting yourself up for success.
2. The practical steps: What to expect as you begin your firm ownership journey, from business plan to branding.
3. Common hurdles: How to handle the challenges that most new firm owners face.
4. Setting yourself apart: Key strategies to differentiate your firm in a competitive market.
5. A little extra: Arlene’s bonus tips for staying focused, motivated, and on track throughout your journey.

Don’t miss out on this opportunity to get the answers you need from someone who’s been there and helped countless financial advisors build their dream firms!