Episode 399
Ep #399: Redefining Success In Your Financial Planning Firm
Behind The Advisor · Behind The Advisor
October 30, 202452m 0s
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Show Notes
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399