Ep #399: Redefining Success In Your Financial Planning Firm
Oct 30, 2024•52 min•Ep. 399
Episode description
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399