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

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