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...
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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...
Team meeting | Maternity leave planning then and now
Easy Scaling Podcast
45 minutes
1 year ago
Team meeting | Maternity leave planning then and now
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode90 In this episode, I discuss how I'm preparing for my second maternity leave and the lessons learned from the first. Joined by Andrea, we talk about setting up our business to function smoothly in my absence. Andrea has grown from a VA to heading client services, and we explore what that transition entails. We go into the specifics of how we've adapted our business model to...
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...
