4min chapter

Financial Advisor Success cover image

Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera

Financial Advisor Success

CHAPTER

How to Get Financial Planning Advice When You're in Your 30s

Keshore Ashley sits in all my client meetings, we all started taking better notes and Trello. We just really figured out like, what do we need to do to get ready for me going on maternity leave? And you know, from a gross income perspective, my gross ended up being like slightly higher in 2020 than I did in 2019. Michael: "I was able to take four months off because I had three and a half months for maternity leave plus two weeks for my honey moon"

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