Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom
Behind The Advisor · Behind The Advisor
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Show Notes
Today I'm excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a passion for their environmental footprint and want to build carbon-neutral portfolios.
With complimenting skill sets—Morgan is more of the big-picture idea person and Courtney is the realist who focuses on the operations of the firm—the pair really works well together to provide real financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, they are incredibly dynamic and doing some really interesting things in their business. Listen in to hear all about it.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/152