Redefining Success In Your Financial Planning Firm

In this episode of XYPN Radio, we welcome Brenna (Jensen) Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.
Brenna shares the critical decisions she's made around her niche-serving Oregon Public Employees-and her marketing approach, which has allowed her to build a firm that reflects her values and effectively serves her clients. We explore what success means in financial advising, the evolving concept of enough, and the importance of fostering a supportive community.
This episode is a heartfelt look at balancing professional growth with personal integrity, and it’s filled with valuable advice for financial advisors at any stage of their careers.
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