Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
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Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
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Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.
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