In this episode, Hannah Chapman, CFP, APMA, CRPC, invites 3 other financial planning focused, independent advisors to "talk shop": Kristin Brandli Printon, WMCP®, AIF®; Lisa Sakai, Financial Consultant; and Jamie Hanson, BFA™.
The term “financial advisor” could mean anything these days, so how do you find the right one for you? Listen in as we discuss the importance of getting to know our clients, holding space for them to be on their own journey, and helping them achieve their individual financial goals.
It is essential for financial advisors to establish genuine relationships with their clients in order to best serve their interests. Find out exactly what that looks like and why that would benefit you!
Connect with Kristin Printon:
LinkedIn: https://www.linkedin.com/in/kristinbrandliprinton/
Website: https://www.moxiewealthmanagement.com/our-story/kristin-brandli-printon/
Email: [email protected]
Connect with Lisa Sakai:
LinkedIn: https://www.linkedin.com/in/lisasakai/
Website: http://www.onevisionretire.com
Email: [email protected]
Connect with Jamie Hanson:
LinkedIn: https://www.linkedin.com/in/jamie-hanson-87913096/
Website: https://www.akamaiadvisors.net/team/jamie-hanson
Email: [email protected]
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift