Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led to her success as a financial advisor and business owner. Sara will share what pushed her to launch her own SEC-Registered firm in 2016 and why she sought out full independence.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/205
Behind The Advisor