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Ep #399: Redefining Success In Your Financial Planning Firm artwork
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Ep #399: Redefining Success In Your Financial Planning Firm

XYPN Radio by XYPN Radio

Oct 30, 202452:00Business

In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients...

About This Episode

Ep #399: Redefining Success In Your Financial Planning Firm is an episode from XYPN Radio by XYPN Radio. In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm...

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Episode Details

Published Oct 30, 2024, 52:00 long, audio available.

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