<description>&lt;p dir="ltr"&gt;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.&lt;/p&gt; &lt;p&gt;You can find show notes and more information by visiting this link: &lt;strong id= "docs-internal-guid-0978069c-7fff-c8c8-f06f-e5b9daf8f830"&gt;&lt;a href= "https://www.xyplanningnetwork.com/396"&gt;https://www.xyplanningnetwork.com/396&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt;</description>

XYPN Radio

XYPN

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

SEP 18, 202450 MIN
XYPN Radio

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

SEP 18, 202450 MIN

Description

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