Behind The Advisor

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti


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We often talk about the utility of the retainer model here at XYPN. One of our earliest members, Cristina Guglielmetti, is cleverly combining retainer clients with a lot of project work to craft an uber-flexible schedule that you'll find interesting.

Cristina shares how she's created a business and schedule that work for her life as she raises a son and invests in a local bar with her husband and a group of friends from her MBA days. While she only has about ten retainer clients, she leverages interesting and productive project work to create the practice she wants.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/112

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