#96 - Heartfelt Insights into Financial Advisory - Brenna Baucum
What if financial planning could be both personal and professionally fulfilling? Join us for a chat with Brenna Baucum from Collective Wealth Planning. Inspired by her grandparents' values, Brenna aligns personal values with financial planning, offering a unique perspective. This episode celebrates what would have been her grandmother’s 95th birthday and is a must-listen for those in the financial sector or anyone who enjoys heartwarming community stories.
Brenna shares her career path, from mentorship to starting her own firm with the support of the XY Planning Network. She talks about the…
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