Behind The Advisor

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien


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Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financial services professional.

To build a modern practice, she's drawn on her background in information technology. This technical expertise has allowed her to serve clients and move fast toward establishing her own firm. 

In this interview, we discuss breaking into a new market, executing a career change, and capitalizing on a diverse background and network for success. Nannette also had to move her firm from Chicago to San Diego to accommodate her husband’s career, and she shares what that experience was like. 

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/107

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