Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

Behind The Advisor

We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges ranging from hiring to processes.

Today, Wendy talks to us about how she’s built two businesses, a robust tax planning firm and an RIA. She talks about the history of both businesses and how unlike other planners, she uses tax planning as a ramp down from her comprehensive planning. Wendy shares with us some of the mistakes she made and what she has mastered in her practice since starting out.

If you’re interested in what it’s like to hit the scaling phase, this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/272