XYPN Radio / Rooted Planning Group

February 26, 2020

Building a Progressive Team Culture

Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundat …

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