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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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This episode belongs to XYPN Radio.

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Episode Details

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

Questions About This Episode

What is Ep #399: Redefining Success In Your Financial Planning Firm about?

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:

Where can I listen to Ep #399: Redefining Success In Your Financial Planning Firm?

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.

Which podcast is Ep #399: Redefining Success In Your Financial Planning Firm from?

Ep #399: Redefining Success In Your Financial Planning Firm is an episode from XYPN Radio by XYPN Radio.

How long is this episode?

This episode is 52:00 long.

When was this episode published?

This episode was published on Oct 30, 2024.

Can I save Ep #399: Redefining Success In Your Financial Planning Firm for later?

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Are there related episodes from XYPN Radio?

Yes. This page shows related episodes from XYPN Radio when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to Ep #399: Redefining Success In Your Financial Planning Firm?

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.

Which podcast is this episode from?

Ep #399: Redefining Success In Your Financial Planning Firm is from XYPN Radio by XYPN Radio.

What are the episode details?

Published Oct 30, 2024 and 52:00 long