Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounting, Danna and Rob have figured out how to balance their particular strengths and weaknesses to form a strong partnership.

In this episode, they share how their brother/sister dynamic works for their business, as well as how they divide up responsibilities between Danna’s role as the integrator and Rob’s role as the big-thinking visionary. Listen in to hear what they did to grow their businesses to where they are today, the technology tools they use to help manage their assets and to-do lists, and advice they’d give themselves if they could go back and do it all over again.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/177