Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler episode artwork

EPISODE · Sep 7, 2016 · 1H 10M

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

from Behind The Advisor

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64

Episode metadata supplied by the publisher feed · Published Sep 7, 2016

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Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

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