Episode 396
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
Behind The Advisor · Behind The Advisor
September 18, 202450m 53s
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
In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396