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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
Manage episode 428169815 series 2985189
In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up.
We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391
406 episodes
Manage episode 428169815 series 2985189
In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up.
We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391
406 episodes
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