
Wed Sep 18 2024
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...
Get AI-powered summaries and transcripts for any meeting, phone call, or podcast.
Available on iOS, Android, Mac, and Windows
No transcript available.