From books to planning practices, the financial planning world can tend to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in financial planning by using storytelling and finding creative ways to catch peoples’ attention.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/145
Life gets messy and whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/144
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/143
As a tri-citizen of the UK, Australia and the US, Ashley Murphy has found a niche in the expat market. When it comes to multi citizenships, financial planning can get much more complicated. Ashley shares the dangers, difficulties and benefits that are involved with working with expat clients.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/142