Ep #187: Scaling a Financial Planning Practice Through Merging
Behind The Advisor · Behind The Advisor
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Show Notes
What happens when you can't find the financial advice you need, so you decide to become the advisor you were looking for?
Angela Moore's journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated professionals. That experience didn't just change her finances—it changed her career path. In this episode, Angela shares how she transitioned into financial planning, built her own firm from the ground up, and strategically merged with another firm to scale her impact.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/187