For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
All content for Easy Scaling Podcast is the property of Courtney Tarrant and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
Office Hours | Strategic focus on what will move the needle
Easy Scaling Podcast
41 minutes
1 year ago
Office Hours | Strategic focus on what will move the needle
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode87 In this episode of the podcast, I’m chatting with Meg Truccano, one of our Scaling School students. We talked about different lead generation strategies, exploring both local and online avenues. Our conversation focused on pinpointing where Meg should concentrate her efforts to maximize her return on investment in terms of time and resources. I love pushing entrepreneurs...
Easy Scaling Podcast
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
