May 16, 2018
Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI-Focused RIA - The Careers of Courtney & Morgan Ranstrom
Today I’m excited to have siblings and XYPN members Courtney and Morgan Ranstrom on the show! Co-founders of Trailhead Planners, the two found an interesting niche working with clients who care about their environmental footprint and want to build carbon-neutral portfolios.
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