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Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
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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By XYPN
4.6
136136 ratings
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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