Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

Behind The Advisor

We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and providing advice when the music economy began to move to digital and the U.S. economy headed into the 2008 recession, and found herself without a job.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/261