Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group
Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago\u2014both in terms of sanity and time\u2014so she decided to start laying the foundation for what is now a four-person company. Today Amy and her team join the show to discuss their unique experiences joining a rapidly growing practice. \xa0
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/244\xa0\xa0\xa0
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