Planning Your Big Move in 2026? Transitioning from B/D to Fee-Only Corporate RIA скачать в хорошем качестве

Planning Your Big Move in 2026? Transitioning from B/D to Fee-Only Corporate RIA

Thinking about breaking up with your broker-dealer and going all-in on fee-only? 👀 If 2026 is the year you finally make the move, this session is your playbook. Taylor Hain, VP of Sapphire at XYPN, knows the transition path inside and out. She will unpack what it really takes to transition from a B/D to a fee-only Corporate RIA, from client conversations and compliance headaches to reimagining your business model. No sugarcoating, no fluff. Just a clear-eyed look at the road ahead, plus some insider tips to make the leap smoother (and less stressful). What we’ll cover: The key differences between life under a B/D vs. life as a Corporate RIA. How to prep your book and your clients for the shift. The most common “gotchas” (and how to dodge them). Why fee-only can unlock the growth and freedom you’ve been looking for. If “going fee-only” is on your 2026 vision board, don’t miss this conversation. It could be the nudge (and roadmap) you need to make your big move. __________________________________ Want to learn more about XYPN, follow us here! Website: https://www.xyplanningnetwork.com/ Podcast blog: https://www.xyplanningnetwork.com/pod... Behind the Advisor Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast... Behind the Advisor Podcast on Spotify: https://open.spotify.com/show/4expqng... XYPN Facebook VIP Community: https://www.xyplanningnetwork.com/vip... Facebook:   / xyplanningnetwork   Twitter:   / xyplanning   LinkedIn:   / xy-planning-network   Email: [email protected] Advisor Blog: https://www.xyplanningnetwork.com/adv... XYPN LIVE: https://live.xyplanningnetwork.com/ Find-An-Advisor Portal: https://connect.xyplanningnetwork.com...