Stacy. Banner for Inside the Independent RIA: Building a Firm and Finding Your Client Niche with Stacy Miller

Inside the Independent RIA: Building a Firm and Finding Your Client Niche with Stacy Miller

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Meeting Campus - Tampa Faculty First Year Students Giveaways Indoors Juniors Non-Traditional Students Seniors Sophomores Staff Transfer Students

Mon, Sep 28, 2026

5:30 PM – 6:30 PM EDT (GMT-4)

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Join MNY for a conversation with Stacy Miller, Founder & CEO of BayView Financial Planning, as she shares an inside look at the independent RIA space and what it means to build a client-focused financial planning firm. Stacy will discuss the advantages and challenges of working independently, how advisors can identify the types of clients they are best positioned to serve, and why developing a clear niche can strengthen both the advisor-client relationship and the business itself. Drawing from her experience serving women, widows, and military-connected families, she will explain how specialization can shape an advisor’s services, communication style, and overall practice. Attendees will also gain insight into Stacy’s experience building BayView Financial Planning and the entrepreneurial side of launching and growing an independent RIA.

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MNY Mu Nu Upsilon Professional Co-Ed Fraternity | Website | View More Events