Financial Planner Life Podcast How to be the best Financial Adviser you can be
8 snips
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Unforeseen Path to Self-Employment in Financial Planning
01:42 • 3min
Navigating the Transition to Self-Employment in Financial Advisory
04:38 • 3min
Empowering Women in Financial Planning
07:10 • 18min
Exploring the Dual Aspects of Financial Education and Bias in Financial Advising
25:22 • 2min
Empowering Women Through Financial Advice
27:41 • 4min
Empowering Women in Financial Planning and Transparent Fee Structures
31:16 • 16min