Secrets to Surviving Your First Year as a Firm Owner

Anyone who has launched their own financial planning firm will tell you it's no small feat. But the challenge doesn't need to feel insurmountable. There are plenty of advisors who have successfully set off on their own and lived to tell the tale.

Learn the tricks of the trade from two of those advisors—XYPN members Ashley Coake and Michael Mustian—as they share how they came to be successful firm owners and how they continue to drive success in their practices today.