Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden
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We\\u2019re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today.\\xa0 Wendy is currently in what XYPN calls the \\u201cscaling phase,\\u201d 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.\\xa0
Today, Wendy talks to us about how she\\u2019s 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\\u2019re interested in what it\\u2019s like to hit the scaling phase, this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/272
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