
Sign up to save your podcasts
Or


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.
By XYPN4.6
136136 ratings
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.

586 Listeners

5,144 Listeners

4,454 Listeners

476 Listeners

462 Listeners

923 Listeners

244 Listeners

114 Listeners

31 Listeners

127 Listeners

3,428 Listeners

25 Listeners

135 Listeners

15 Listeners

25 Listeners