Show notes
In this episode, Jeff and Katherine discuss:
- How Katherine’s mom inspired her to dig into finances and, ultimately, start her firm with her brother.
- Being authentic to who you are and listening to your gut instincts.
- Parting with a larger firm gracefully, even if not easily.
- Getting clarity on what you want to do in your firm for your clients.
Key Takeaways:
- Music and math are tied in the same epicenter in the brain.
- You can build and grow your firm through referrals if you develop your relationships with the clients you are working with.
- In the independent space, you have your choice of tools to make you more efficient to handle larger clients and their wealth.
- When you go independent, you have to evolve your thinking from an advisor to a CEO. It’s a different lens on the industry and on your firm.
"You really can't win a holistic financial planning game without playing defense and offense." — Katherine Forrester Schneewind
Connect with Katherine Forrester Schneewind:
Website: https://highnotewealth.com/
LinkedIn: https://www.linkedin.com/in/katherine-forrester-schneewind-6722904/
Twitter: https://twitter.com/HighNoteWealth
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth