Michelle Perry Higgins

Michelle Perry Higgins, Principal of California Financial Advisors, shares insights on cultivating exceptional client service standards that have propelled her firm to $2 billion in assets under management. She reveals her 'non-negotiable' practices, like ensuring clients never wait over five minutes for meetings, resulting in over 99% retention. The discussion dives into her innovative ‘Everything Binder’ to enhance client organization and the importance of meaningful conversations to uncover client values. Michelle also candidly reflects on balancing career demands with motherhood in the finance world.