Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
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Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
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Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won’t want to miss this episode!
Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come with starting and scaling a firm. They also open up about rethinking career choices and finding the right fit in the profession. You'll learn how they’ve grown their firm together, built a strong culture, and created a quality control plan to support future growth.
You can find show notes and more information by clicking here: https://bit.ly/45T8hNk