Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams

Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they’ve always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he finally built a business to support his incredible life.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/6