Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
If you\u2019re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode\u2019s for you! Taking custody can be a scary decision, but sometimes it's the right one.
Just ask XYPN member Kate Yearwood Young, CFA, CFP\xae, founder of Yearwood Young Advisors. \xa0From engineering to Wall Street to founding a successful business, she acquired the skills and services to meet her client\u2019s needs where they are. \xa0And their needs dictated that she take custody.
You can find show notes and more information by clicking here: