Curious what it’s like to work with a certified financial planner, when the best time is to hire a CFO? Join Kaitlyn and I in this episode where she shares what it is like to work with high profile CEOs and how she helps them focus on the higher level strategy to achieve the financial goals they set out. We discuss the difference in scaling a business to exit in the future versus growing a lifestyle business, and how you can live successfully whilst still preparing yourself and your business to be ready to sell.
Whether you’re just thinking about the what if’s of selling your business or you’re ready to burn it all to the ground, this episode will give you an insight into how Kaitlyn prepares her clients to build sustainable wealth and sell their business when the time is right.
Learn more about my guest:
Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.
Kaitlyn’s website: https://theoryplanning.com/
Kaitlyn’s Instagram: https://www.instagram.com/theoryplanningpartners/
Connect with Veronica on Instagram: https://www.instagram.com/vromney/
If you’re ready to transition from full-time Marketer to full-time Founder of your own business apply for the Rainmaker Residency™: https://rainmakerresidency.com/
How I Turn Your Team Member Into A Revenue Generating Rainmaker For Your Company, Take a look at my Fortune 5 Framework™ Syllabus for FREE! Download it below:
Skip the formal recruiting process and learn how to source Rainmaker applicants that are already connected to you. Fill out the form below to get your Rainmaker Hiring Kit sent right to your inbox:
Delving deep into the tough topics we often face as scaling business owners that AREN’T talked about often, sign up to The Rainmaker Report:
If you found value in today’s episode, I would appreciate it if you could leave a rating and review.