Ep #370: Mastering the RIA Transition from CIO to Successful Founder

Our guest moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won’t want to miss!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/370