XYPN Radio / Chad Holmes

Episode No. 339 | July 13, 2022

Building a Profitable Fee-Only Firm & Working Part-Time

A Conversation with Chad Holmes

Guest Headshot

We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …

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