Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundation for what is now a four-person company. Today Amy and her team join the show to discuss their unique experiences joining a rapidly growing practice. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/244

Episode metadata supplied by the publisher feed · Published Feb 26, 2020

Embed this episode

Attribution link and audio player

NOW PLAYING

Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group

0:00 1:04:57

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Behind The Advisor?

This episode is 1 hour and 4 minutes long.

When was this Behind The Advisor episode published?

This episode was published on February 26, 2020.

Can I download this Behind The Advisor episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!