Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Listen to the Full Interview:

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What You'll Learn from This Episode:

• An overview of WorthyNest and the niche they serve.
• The difference between a family office and a smaller RIA.
• Deb’s path to launching her own firm.
• Why she decided to start a financial planning firm when she already owned a CPA firm.
• What led to her focus on Christian families.
• How working with Christian families impacts her service model.
• Where Deb’s flow of clients comes from.
• What made her decide to merge with a partner.
• How the pair structured their compensation.
• How Deb handled operating her business and her kids’ schooling during a three-month trip to Spain.
• What she has learned over the years and wants to share with listeners thinking about starting a business or in the middle of starting one.

Featured on the Show:

• Deb Meyer: Site | LinkedIn | Twitter
• SV CPA Services
• The Art of Work: A Proven Path to Discovering What You Were Meant to Do by Jeff Goins

This Episode is Sponsored By:

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