Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

XYPN Radio

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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 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: https://www.xyplanningnetwork.com/396

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