Episode
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
- Podcast
- Behind The Advisor
- Published
- Sep 18, 2024
- Duration seconds
- 3053
- Processing state
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- https://xyplanningnetwork.libsyn.com/leading-a-growing-advisory-firm-with-nathan-donohue
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Summary
In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396