Episode
Ep #399: Redefining Success In Your Financial Planning Firm
- Podcast
- Behind The Advisor
- Published
- Oct 30, 2024
- Duration seconds
- 3120
- Processing state
not_requested- Canonical source
- https://xyplanningnetwork.libsyn.com/ep-399-redefining-success-in-your-financial-planning-firm
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Summary
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399