EPISODE · Sep 18, 2024 · 50 MIN
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
from Behind The Advisor
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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Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
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This episode was published on September 18, 2024.
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