Creative, Fee-only, and Successful

Holly Thomas

Holly P. Thomas, a CFP® and author of The Mindful Money Mentality, joins us this week to discuss her career path and financial planning practice. Holly has successfully built a fee-only financial planning firm that is paid purely on advice as she does not manage any investments or sell any products.

Holly has been an inspiration to me with her regular content, whether that be her blog, her newsletter or videos. Her newsletter is one of the best financial advisor newsletters I’ve seen and in this episode, she gives practical tips on how to create engaging content.

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“Sometimes financial planners are in the honored position of hearing things from clients they have never shared with anyone before. If I can create that safe space… I’ve done the best job I could do.”

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