How One Advisor Built a Highly Profitable RIA Around Her Life | Rachael Burns
What if the goal of independence wasn’t to build the biggest RIA possible?
What if it was to build the business that gave you the life you actually wanted?
In this episode of RIA Collective, Charlie Van Derven reconnects with Rachael Burns of True Worth Financial Planning to discuss how her approach to independence has evolved since her first appearance on the podcast.
After working at Morgan Stanley, Merrill Lynch, and Ameriprise, Rachael eventually launched her own RIA. Personal circumstances made flexibility a priority, and instead of recreating the traditional advisory firm she came from…
The skinny
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