Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Behind The Advisor · Behind The Advisor
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Show Notes
Life gets messy and whether it's a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/144