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Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Behind The Advisor · Behind The Advisor

August 12, 202052m 15s

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Show Notes

We're honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/268