This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.'s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/32" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/32</a>

This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.'s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32

This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.'s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: <a href="https://www.xyplanningnetwork.com/32" rel="noopener noreferrer">https://www.xyplanningnetwork.com/32</a>

Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

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Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm

Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm

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