Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm.
Martha shares her journey with us and how the underlying desire to help people followed her with every career move she made. In 2017, she finally broke out on her own and was able to transition and continue to serve over 40 client households from her previous firms, preserving the long-term relationships that she had built over those years.
Listen in as she delves into the flexibility that owning her own firm affords her and how she dealt with the imposter syndrome, as well as the role of women in this profession and where she thinks the industry is heading.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/249