Taylor Schulte has a refreshing take on financial planning, living life as a business owner, and being a young financial planner in today’s world. This episode is a must-listen for any financial planner looking for advice on starting their own RIA, or are wondering whether the risk of business ownership is worth it.
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your worry when you’re just getting started.
Dan digs deep to find the real marketing issues that financial planners are facing and how they can solve them. We’re going to go over how to set up marketing initiatives that matter to your clients and prospects, and how to change the conversation from being numbers-focused to story-focused.
Many clients call Mary Beth their very own rent-a-CFO. There’s no doubt that she’s an innovator in the space of business financial planning for creative entrepreneurs. Get ready to be inspired, because Mary Beth is here to talk about pushing past fear and being unabashedly yourself in your work.
Rick Kahler believes that financial planners, like himself, can facilitate financial health with their clients by embracing their behavior, helping them uncover their money mindsets, and listening to their stories and goals.
Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant – and is thriving in her role!