Ep 146: Buying a Firm from Their Father - The Careers of Taylor & Kailie
Behind The Advisor · Behind The Advisor
April 4, 20181h 0m
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Today XYPN members Taylor and Kailie join the podcast to share the non-traditional paths into financial planning that led to them buying their father's practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at the firm, and we've caught up with them to hear all about how they're figuring out what they want the business to be as it matures.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/146