Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246