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Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

How did a teacher with a wanderlust...

May 08, 2019/by Alan Moore
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Today XYPN member Sue Peck, founder...

May 01, 2019/by Alan Moore
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

From corporate finance to financial...

April 24, 2019/by Alan Moore
Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm,...

February 20, 2019/by Alan Moore
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

 

Morgen Rochard started out...

November 14, 2018/by Alan Moore

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