Ep #391: Taking Risks And Loving The Process - How The Valor Team Scaled To Over 100 Clients XYPN Radio podcast

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Innhold levert av XYPN Radio and XY Planning Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio and XY Planning Network 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.

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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

1M ago 58:28

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Innhold levert av XYPN Radio and XY Planning Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio and XY Planning Network 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 today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up.

We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391

… continue reading

393 episoder

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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

65 subscribers

published 1M ago

Del

MP3•Episoder hjem

Innhold levert av XYPN Radio and XY Planning Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av XYPN Radio and XY Planning Network 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 today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up.

We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391

… continue reading

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