Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland
Dec 17, 2021•27 min
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Episode description
Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Having developed a niche in tax planning, Karly joins the show to share how she got her start in the financial planning industry and how she landed where she is today.
Listen in as she talks about the main functions of her role, how she adds value to the firm, and how her role has grown throughout the years. We also discuss how she found her first job, as well as what made her leave that job to join her current firm, which is a much better fit for her.
You can find show notes and more information by clicking here: https://bit.ly/302hi8K
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