Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!
Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how she went from attracting clients to discovering her true passion: coaching other advisors on developing a niche and creating growth ...
Jeneé Murphy is an Associate Financial Advisor with Root Financial Partners, and she stops by the show today to share her story of getting started in financial planning after working for a decade in various other career fields. If you are keen to hear about how hard work, persistence, and intensity can pay off, then this episode is for you! Listen in as Jeneé shares how she hustled to secure her first several internships, as well as how those opportunities led to her getting her foot in the ...
Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money. Listen in to learn why she chose to provide limited engagement coaching versus full-blown ongoing financial planning—which ...
