Financial Planner Life Podcast
How to be the best Financial Adviser you can be
Dec 21, 2023
Julie Flynn, Director of Bree Wealth, discusses her journey into financial planning, barriers faced, empowering women in the field, promoting diversity, importance of financial education, and transparency in fees. Inspiring insights for aspiring and seasoned financial planners alike.
47:42
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Quick takeaways
- Comprehensive financial education should encompass practical skills and emotional insights to effectively manage money.
- Transitioning to flat fees from percentage-based fees in financial planning requires transparent communication and coaching on fee structures.
Deep dives
Importance of Financial Education
Understanding the critical role of financial education, Julie highlights the practical and emotional aspects involved in managing money. Stressing the significance of knowing how to organize finances and acknowledging the emotional relationship individuals have with money, she underscores the need for a comprehensive approach to financial education that covers both practical skills and emotional insights.
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