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あらすじ・解説
In this episode of the Business in the Open podcast, host Vanessa Smith sits down with Stephanie Andrews, a financial planner who specializes in advising female entrepreneurs. Stephanie shares her journey from starting out in the financial industry to developing a niche in helping women business owners. She emphasizes a lifestyle-driven planning approach and the importance of making immediate and future financial goals. The podcast covers Stephanie's marketing strategies, including the impactful use of social media and hosting women's luncheons, as well as the challenges and trends in financial planning. Stephanie also offers practical advice for those intimidated by financial planning and highlights key steps for aspiring entrepreneurs.
Connect with Stephanie Andrews:
https://www.linkedin.com/in/stephanieandrews1/
https://advisor.investorsgroup.com/en/stephanie_andrews
This episode was audio-produced by Adam Ramsay.
A big thanks to our sponsors for making this episode possible. Learn more about them here:
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Consolidated Credit Union
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