XYPN Radio / Stefanie Pickard

February 23, 2022

What the First Six Months of Running a Firm are Really Like

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a different stage of their business development than those we normally feature⁠: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard⁠ are in the midst of figuring things out as their firms get …

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