March 11, 2020

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a biotech company. After getting her own financial house in order she was drawn into the Financial Planning industry …

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