widow Archives - Curtis Financial Planning

Episode 5: What Advisors Do For Their Clients

Financial Finesse Podcast / By Cathy Curtis / August 4, 2020 June 24, 2022

Client Success Stories From My Financial Advisor Mastermind Group

In this episode of Financial Finesse, I’m pleased to welcome the brilliant ladies of my Financial Advisor Mastermind Group:

Maura Griffon of Blue Spark Financial
Beverly Cox of B. Cox Planning
Stephanie Bruno of Sea To Peak Financial Advisors
Tanya Nichols of Align Financial

The five of us meet twice per month to share ideas, support each other in developing our businesses, and deepen our knowledge on issues that affect our clients. I’ve learned so much from this group of women, as they are all successful, independent financial advisors and business owners who go above and beyond when it comes to the work they do with their clients.

Which is why I’m so grateful they agreed to be part of today’s episode and share their client success stories. I hope our conversation gives you a deeper understanding of how exceptional financial advisors help their clients. In addition, I believe it’s a great example of how participating in a peer-to-peer mentoring group like this one raises the bar for all of us–and ultimately elevates the level of service we provide.

Episode Highlights

[04:02] Maura describes coaching her clients towards finding their life purpose and building a financial plan that supports that vision.
[11:00] Bev talks about the importance of holding space for her clients who have just experienced a major life change and letting them process their emotions before making any big financial decisions.
[19:00] Steph shares the life planning work she does with her clients by helping them design their ideal life and looking at various scenarios to get them closer to it.
[28:00] Tanya talks about her mission to give women agency over their finances and helping them feel good about their money and success.
[32:07] I share an example of how I support independent women through big life transitions--specifically, working through the emotions and decisions that go into selling the family home and downsizing.