Morgen Rochard started out trading but eventually ended up owner her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience in breaking into the financial planning world, growing a firm and even advice for women who want to start a firm AND a family.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/178
Behind The Advisor