
Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
May 6, 2026 - 42:32
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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...
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...
This episode belongs to XYPN Radio.
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Published Oct 30, 2024, 52:00 long, audio available.
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 and $21 million in assets under management. You can find show notes and more information by visiting this link:
You can listen to Ep #399: Redefining Success In Your Financial Planning Firm online on Radio and Podcast. Open the player on this page to stream the available audio.
Ep #399: Redefining Success In Your Financial Planning Firm is an episode from XYPN Radio by XYPN Radio.
This episode is 52:00 long.
This episode was published on Oct 30, 2024.
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You can listen to Ep #399: Redefining Success In Your Financial Planning Firm on this page when the episode audio is available from the podcast feed.
Ep #399: Redefining Success In Your Financial Planning Firm is from XYPN Radio by XYPN Radio.
Published Oct 30, 2024 and 52:00 long