We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, while James spent most of his career in the tech industry.
If you’re contemplating a career change or have been there and done that, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/297
Behind The Advisor