Tag Archives: Financial Advisors

Approaching Finances as a Couple: with Katie Brown, CFP®, ChFC® (Ep.16)

Education, Finance, Financial Advisor, Money, Women, , , , , , , ,

In a world where money can cause strained relationships, it’s important for couples to work with their financial advisors to build and understand each other’s money mindsets.

In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping you and your significant other plan and communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.

Katie discusses: 

  • The importance of approaching finances from a couple’s standpoint rather than just an individually
  • How financial advisors often have to act as psychologists to help couples financially communicate 
  • The “fiscalosophy” exercise that helps couples understand each other’s money mindsets 
  • The value of addressing money differences in relationships
  • Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities
  • And more!

Resources:

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About Our Guest: 

By striving for balance in her own life, Kathryn Brown (Katie) leads by example for everyone around her. As a married mother of two children, her drive to further her profession exists alongside her commitment to family, health, and community service.

In her role as the Co-Founder and Principal of Morton Brown Family Wealth, she is a steward of her clients’ financial lives as well as a leader for a firm that is changing the way advice is delivered in the Lehigh Valley. 

After earning an Economics and Finance degree from York College, Katie’s career as a financial planner brought her to the Lehigh Valley in 2003. For 15 years, she helped to lead financial planning, operations, and compliance as a Partner at Concannon Wealth Management, later Corbenic Partners. Katie earned both her Certified Financial Planner™ and Chartered Financial Consultant™ designations, demonstrating her expertise in investments, retirement, taxation, insurance, and estate planning.

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Finding Your Ideal Client — The Long and Short Game with Kristin Andree (Ep. 5)

Education, Finance, Financial Advisor, Money, Uncategorized, Women, , , , , , , , , , , ,

Searching for your ideal client can be a quick connection or a long waiting game. 

But now, regardless of your situation, you will get the empowerment you need to optimize your business according to your goals and objectives. 

With years of experience leading her own consulting business, this week on Invest In Women The Podcast Series, Kristin Andree, founder of Andree Consulting Group, shares the best advisory practices to identify, get in front of and engage your ideal clients.

With whatever pace works best for you and your business, Kristin has immediate and long-term strategies you can implement to get closer to your ideal clientele. 

Kristin discusses: 

  • The importance of finding and gravitating towards the right people
  • How to build a practice around your ideal client base
  • Easy strategies to make new clients approach you and your business
  • The power of personal social media posts 
  • Tips to connect with like-minded people
  • And more!

Resources: 

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About Our Guest: 

Kristin Andree is the founder of Andree Consulting Group. A career-changing corporate executive turned entrepreneur, Kristin is a high-performance coach, writer, speaker, mom, and “tell it like it is” business strategist, dedicated to helping you grow into the person you are meant to be. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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Grow Your Business In Today’s Referral Environment with Stacey Brown-Randall (Ep. 4)

Education, Finance, Financial Advisor, Money, Uncategorized, Women, , , , , , , , , , , ,

Growing referrals in the ever-changing online landscape can be challenging. You might be stuck in the same loop, feeling like there is no solution. 

However, staying true to yourself and your business values can get you one step closer to gaining referrals who share similar interests, aligning you with the right people to join your business venture. 

In this episode, successful author, podcast host, and entrepreneur, Stacey Brown-Randall, details the value of looking at referrals from a scientific and psychological perspective.

Stacey also explains common reasons women fear stepping into the role of a financial advisor as well as how her referral system helps alleviate the stresses that come with this process.

Stacey discusses: 

  • The right way to generate referrals
  • Approaching referrals on a personal level 
  • How she helps financial advisors implement referral strategies within their business 
  • How to fit referrals within your sales strategy
  • The importance of creating a level of mutual trust to move forward with a business partnership
  • How to make sure your needs are identified before formally meeting with a prospect
  • And more!

Resources:

Connect with Stacey Brown-Randall: 

Connect with Financial Advisor Magazine:

About Our Guest: 

You may have been taught that to receive referrals you must ask for them. Stacey Brown-Randall believes the opposite. And her clients are living proof that you do not need to ask, compensate, be overly promotional or manipulate to receive referrals (and tons of them).

There is a better way.

Stacey helps business owners achieve a referral explosion by teaching a simple, 5-step process to receive referrals in a way that honors the relationship with those who refer you. We know the general advice on referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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