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

Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, shares insights on his transition from a broker-dealer to a successful RIA. He discusses the importance of transparent communication with clients in tech sectors like Amazon and Microsoft. The conversation explores financial planning that prioritizes life fulfillment over mere metrics and the emotional aspects of money management. Nathan also addresses navigating challenges in the tech industry, effective client engagement strategies, and the significance of professional development and networking in scaling an advisory firm.