
Sign up to save your podcasts
Or


This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help merge two solo firms into the successful operation that exists today.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/82
By XYPN4.6
137137 ratings
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help merge two solo firms into the successful operation that exists today.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/82

3,228 Listeners

2,006 Listeners

718 Listeners

463 Listeners

2,155 Listeners

243 Listeners

5,680 Listeners

10,274 Listeners

113 Listeners