

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock
Mar 21, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42
Introduction
00:00 • 4min
The Importance of Mentoring in the Financial Advisor World
04:29 • 2min
What Brought You to the Financial Services Industry?
06:49 • 2min
The Journey of a Teenager in the Credit Union
08:34 • 2min
The Evolution of a Financial Advisor Career
10:06 • 3min
The Importance of Life Insurance
12:43 • 3min
How I Navigated the Industry Context and Work Context to Cope With Addiction
15:17 • 2min
How I Moved From a Full-Time Job to an Insurance Business
17:05 • 2min
How to Deal With a New Job With Cancer
18:42 • 2min
How to Overcome Emotions and Beliefs in Money
20:24 • 2min
The Evolution of Fear
22:17 • 2min
How to Open Up Conversations With Clients About Money
23:49 • 2min
The Importance of Emotional Money Planning
25:48 • 2min
The Differences Between Financial Therapy and Financial Planning
27:45 • 2min
The Evolution of the Planning Side
29:42 • 2min
The Transition From Sales and Prospecting to Financial Planning
31:26 • 2min
The Role of an in-House Planner
33:36 • 2min
The Process of Fact Finding a Financial Plan for a Client
35:17 • 2min
The Importance of Fee-for-Service Planning in Financial Planning
37:19 • 2min
The Challenges of Working From Home
39:37 • 3min
The Benefits of Working From Home
42:16 • 2min
How to Navigate a Conversation With Employers
44:07 • 2min
How to Dial Back Your Client Load to Adjust Your Work Life Balance
45:59 • 2min
The Role of an Investment Advisor in Retirement Planning
47:40 • 4min
How Much Does a Financial Plan Cost?
51:11 • 2min
How Much Does a Self-Directed Investor Charge?
53:11 • 2min
How to Quote a Flat Fee for a Project
54:45 • 2min
The Importance of Oversight for Self-Directed Investors
56:54 • 2min
The Importance of Referring Out to Other Advisors
58:54 • 2min
How to Be a Successful Advisor
01:00:48 • 2min
How to Choose the Right Advisors for Your Portfolio
01:02:50 • 2min
How to Make Referrals to Your Firm
01:04:55 • 2min
How to Be a Successful Robo Advisor
01:06:46 • 2min
The Role of a White Labeled Financial Planner
01:08:37 • 2min
The Importance of a Holistic Planning Fee
01:10:54 • 2min
How to Be a Successful Writer and Speaker in the Field of Literacy and Financial Literacy
01:12:52 • 2min
The Importance of Being a People Person
01:15:09 • 3min
The Imposter Syndrome: A Crystallizing Moment
01:17:49 • 2min
The Importance of Rehab
01:19:50 • 2min
Advice for Younger Advisors Looking to Start a Career Today
01:21:24 • 2min
How to Ask for Help
01:23:29 • 2min
How to Break Through to the Next Level of Success as a Financial Advisor
01:25:49 • 3min