<p>Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.</p> <p>You can find show notes and more information by clicking here: <a href= "http://www.xyplanningnetwork.com/246">http://www.xyplanningnetwork.com/246</a>      </p>

Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.