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In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a brok...
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue is an episode from XYPN Radio by XYPN Radio. In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based i...
This episode belongs to XYPN Radio.
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Published Sep 18, 2024, 50:53 long, audio available.
In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more information by visiting this link:
You can listen to Ep #396: Leading a Growing Advisory Firm with Nathan Donohue online on Radio and Podcast. Open the player on this page to stream the available audio.
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue is an episode from XYPN Radio by XYPN Radio.
This episode is 50:53 long.
This episode was published on Sep 18, 2024.
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You can listen to Ep #396: Leading a Growing Advisory Firm with Nathan Donohue on this page when the episode audio is available from the podcast feed.
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue is from XYPN Radio by XYPN Radio.
Published Sep 18, 2024 and 50:53 long