Artwork

Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

58:55
 
Share
 

Manage episode 207746721 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than her fair share of struggles in the industry.

In this episode, she opens up about the difficulties she faced being a gay woman in the advisory world, and ultimately how she has prevailed and continues to grow her practice to support her ideal life. Listen in to hear about her inspiring journey, as well as the major lessons she learned along the way.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/155

  continue reading

396 episodes

Artwork
iconShare
 
Manage episode 207746721 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than her fair share of struggles in the industry.

In this episode, she opens up about the difficulties she faced being a gay woman in the advisory world, and ultimately how she has prevailed and continues to grow her practice to support her ideal life. Listen in to hear about her inspiring journey, as well as the major lessons she learned along the way.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/155

  continue reading

396 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide