Episode No. 278 | October 21, 2020
Motherhood and Firm Ownership: How To Master Both
An Interview with Morgen Rochard
We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s b …
November 14, 2018
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
Morgen Rochard started out trading but eventually ended up owning her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience …
