If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you!
Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just as she was finishing her training program, the US repealed a law prohibiting women from serving in combat zones, and she was one of the first women to receive orders to serve on an aircraft in a combat zone.
Her first job out of the military was with Merrill Lynch, and she talked about how valuable the four years she spent there were for her career, mainly based on their amazing training program. After the birth of her second child, she decided to be a stay-at-home mom. And during that time she got her MBA in financial planning, her CFP® designation, and was providing financial education and literacy programs, and was an adjunct professor and more.
In 2019, she decided to focus more on her financial planning business and started to scale. Most recently, she's been focused on her planning practice and become super intentional about her time and priorities to ensure the right work gets done. I was really impressed with her intentionality and she shared her goals for the business and how it will ultimately support her and her husband as they transition into the next phase of their lives.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/364
If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you!
Christine started her career in financial services at Ameriprise in 2007 and worked in a variety of broker's side roles until she ultimately decided to launch her own firm in 2019. Having just celebrated her firm's fourth birthday, she has grown quickly with over 40 client households and 400,000 of recurring revenue.
How has she had so much success? You probably guessed it, she has a really well defined niche. Christine specializes in equity compensation, and almost all of her growth from the last two years have been from client referrals. She also shared about her experience hitting the ceiling, realizing that she was working way too many hours and had let the business really take over her life.
She hit the reset button, defined her financial mission statement, and has been really intentional about building the business to support her life moving forward. This was a really great conversation that you are not going to want to miss.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/363