Katie worked at several places-- large, small, investment-focused, insurance-focused, you name it-- before realizing she needed to try her hand at starting her own. She's on the leading edge of advisors serving younger and/or clients with few investable assets, using technology and a monthly subscription model.
In this episode you will learn....
- Why and how you don't need to turn people away just because their assets are tied up in a 401 (k)-- as long as they are looking for financial planning and value advice
- How using current communication technology can leverage your time and make working with you easier for clients and prospects
- How to be awesome....(obviously)