Episode 406
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Behind The Advisor · Behind The Advisor
March 26, 202534m 43s
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Show Notes
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.