Morgan Randstrom's guest appearances

Morgan Randstrom

XYPN Radio

Jeff Rose

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

John McCarthy

OwlTail

Today I’m excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a passion for their environmental footprint and want to build carbon-neutral portfolios. With complimenting skill sets—Morgan is more of the big-picture idea person and Courtney is the realist who focuses on the operations of the firm—the pair really works well together to provide real financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, they are incredibly dynamic and doing some really interesting things in their business. Listen in to hear all about it. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/152 

Today I’m excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a passion for their environmental footprint and want to build carbon-neutral portfolios. With complimenting skill sets—Morgan is more of the big-picture idea person and Courtney is the realist who focuses on the operations of the firm—the pair really works well together to provide real financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, they are incredibly dynamic and doing some really interesting things in their business. Listen in to hear all about it. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/152" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/152</a>

Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom