Ep #396: Leading A Growing Advisory Firm With Nathan Donohue XYPN Radio podcast

Artwork

Careers Business XYPN Radio Training Advice Advisors Feeonly Finance Financialplanningfirm Nextgenclients Profit Entrepreneur Geni GenX Millennial Financialplanner Professional

Innhold levert av XYPN Radio. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

XYPN Radio « »
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

2M ago 50:53

Del

MP3•Episoder hjem

Innhold levert av XYPN Radio. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

… continue reading

398 episoder

#Careers #Business #XYPN Radio #Training #Advice #Advisors #Feeonly #Finance #Financialplanningfirm #Nextgenclients #Profit #Entrepreneur #Geni #GenX #Millennial #Financialplanner #Professional

Artwork

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

22 subscribers

published 2M ago

Del

MP3•Episoder hjem

Innhold levert av XYPN Radio. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

… continue reading

398 episoder

#Careers #Business #XYPN Radio #Training #Advice #Advisors #Feeonly #Finance #Financialplanningfirm #Nextgenclients #Profit #Entrepreneur #Geni #GenX #Millennial #Financialplanner #Professional

Όλα τα επεισόδια

×

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema