Behind The Advisor

Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Dec 13, 2023
Guest
Maggie Klokkenga
Maggie Klokkenga, founder of Make A Money MindShift, shares her transformative journey from being a CPA to starting her own firm focused on financial coaching. She discusses her client engagement process and the positive outcomes she's witnessed. The podcast also explores the impact of having a tax background, the AFC designation in financial coaching, and the importance of flexibility for advisors. Maggie reflects on her experience attending the XYPN Live conference and offers advice for young advisors considering starting their own practice.
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Episode notes
1
Introduction
00:00 • 2min
2
The Journey of a Financial Planner: From CPA to a Unique Coaching-Focused Model
01:33 • 2min
3
The Impact of a Tax Background
03:15 • 14min
4
Navigating the AFC Designation and Its Impact on Financial Coaching
17:28 • 3min
5
Differentiating the CFP and AFC Designations and the Importance of Flexibility for Advisors
20:11 • 4min
6
Designing an Ideal Life as an Entrepreneur
24:02 • 25min
7
Reflections on XYPN Live conference
49:06 • 5min