MQ Partner and former team member Brenna Baucum, CFP®, CTS™ was recently interviewed on XYPN Radio with Maddy Roche.
In this episode, Brenna talks about how she’s built her firm to 21 clients and $21 million in AUM in just 21 months.
Brenna talks to Maddy about:
- The power of having an accountability partner and financial advisor
- How authentic community involvement can lead to organic referrals
- Defining your own version of success and how it evolves over time
- Creating content for your niche and setting healthy boundaries
Brenna’s story reminds us of the importance of defining True Wealth, not just for our clients but for ourselves, as well.