Episode No. 352 | January 11, 2023

Building Your Business With Intention – A Tale of Transitions As We Check Back In

With Kay Dee Cole

Guest Headshot

We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to s …

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December 27, 2017

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and ins …

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