Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

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5+ y ago 54:49

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Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective on the show today about having built not just one firm over the years, but two.

Join us as we talk about his investment in networking and how it paid off big time as he progressed through his career, as well as Trent’s sage advice around goal setting, being okay with goals not working out, and creating a firm that allows you to live your best life.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/248

409 episodes

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