Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also gives some great insight into how to grow steadily from the start and the importance of adjusting your vision along the way.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/188