Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing
Podcast Image

Behind The Advisor

Ep #187: Scaling a Financial Planning Practice Through Merging

16 Jan 2019

Description

What happens when you can't find the financial advice you need, so you decide to become the advisor you were looking for? Angela Moore's journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated professionals. That experience didn't just change her finances—it changed her career path. In this episode, Angela shares how she transitioned into financial planning, built her own firm from the ground up, and strategically merged with another firm to scale her impact. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/187

Audio
Featured in this Episode

No persons identified in this episode.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes
🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Comments

There are no comments yet.

Please log in to write the first comment.