Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley
Behind The Advisor · Behind The Advisor
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Show Notes
Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about the ups and downs they faced along the way and the difficulties they've navigated over the years as they've built their business.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/232