Xypn Radio
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:06:47
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Sinopse
This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32
