Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
Manage episode 352220895 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was hard to find anything that was similar to the business she was running five years ago, aside from her being there and her niche.
Kay Dee shared the various transitions that have happened from splitting with a business partner, finding her integrator, which is something we talked a lot about, building up the team, selling a portion of the company to her employees, and ultimately setting herself on a path to spend more time on passion projects.
If you’re interested in being really intentional about building the business that makes sense for you and where you're at in life, this episode is for you!
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/352
409 episodes
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Manage episode 352220895 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was hard to find anything that was similar to the business she was running five years ago, aside from her being there and her niche.
Kay Dee shared the various transitions that have happened from splitting with a business partner, finding her integrator, which is something we talked a lot about, building up the team, selling a portion of the company to her employees, and ultimately setting herself on a path to spend more time on passion projects.
If you’re interested in being really intentional about building the business that makes sense for you and where you're at in life, this episode is for you!
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/352
409 episodes
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Similar to Behind The Advisor
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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continue reading
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…
continue reading
The Life Coach School Podcast is your go-to resource for learning, growing, and becoming certified as a Life Coach & Weight Loss Coach. Through this podcast, you'll hear directly from the Master Coach Brooke Castillo to help you better understand life coaching, the required skills and mindsets, and how we focus on serving the client to get them the results they seek. At The Life Coach School, we offer a thorough and intense certification course that produces some of the most successful coach ...
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…
continue reading
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…
continue reading
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continue reading
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