#18 - Mastering Wealth Management for High Earners with Kaitlyn Carlson, CEO of Theory Planning Partners

In this episode of the Millions Were Made Podcast, Jessica Marx sits down with Kaitlyn Carlson, the Founder and CEO of Theory Planning Partners, to explore the dynamic world of wealth management for high-net-worth female entrepreneurs. Kaitlyn brings her extensive finance background to the table, shedding light on critical aspects of managing and growing wealth. They dive into common financial planning mistakes, the advantages of a holistic approach, and practical strategies to conquer invest...

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Welcome to the Millions Were Made Podcast, where we dive deep into the strategies and insights of successful entrepreneurs who have achieved incredible personal wealth through revenue growth and smart business strategies.Join our host and industry expert, Jessica Marx as she interviews top-notch business owners who have crossed the 7-figure milestone and beyond. Get ready to learn firsthand from their experiences, uncover their secrets for success, and gain valuable knowledge that you can apply to your own entrepreneurial journey.Each episode is packed with actionable advice, practical tips, and real-life case studies, providing you with the roadmap for growing your personal wealth and building a thriving business. From revenue generation strategies to innovative marketing tactics, and from scalability techniques to financial management best practices, we cover it all.Whether you're an aspiring entrepreneur, a seasoned business owner, or someone looking to take their revenue and personal wealth to the next level, this podcast is for you. Tune in, subscribe, and unlock the strategies that can help you reach your financial goals and build a 7-figure business empire.Don't miss out on this opportunity to learn from the best in the business. Get ready to accelerate your success and join the ranks of the less than 9% of 7-figure business owners.