Media
Getting Married?
Here's what to ask your future spouse before you tie the knot.
- What's your partner's philosophy about debt?
- What's their credit score and how did they get there?
- Who will pay the bills?
- Will yall have a joint account?
- Should you get a prenup?
All questions I cover on my May 24th appearance on News On 6 Tulsa.
Insights for Independence Podcast
One of my favorite things is chatting with other FAs about the work I do for clients. If you're a Financial Advisor who's curious about how HerPlanning runs, what our systems are, what it's like to run a completely virtual practice and how to build client relationships, this is for you.
We cover topics like:
- How I relate to and attract clients
- How I build relationships with clients
- Niche Marketing
- Service Offerings
- Tools I use to serve Millennial clients virtually
- Client's ownership over HerPlanning
- How to grow your practice
- the HerPlanning "mobile"
If you're a client, feel free to listen! No secrets here ;)
How to Choose a Financial Planner
Choosing a Financial Advisor or Planner can be tough! With so many options, how do you know who the best fit will be?
Check out my April 26, 2023 Interview on News on 6 Tulsa for answers!
Hidden Gems: Meet Kristin Afelumo of HerPlanning
Written by VoyageDallas:
Today we’d like to introduce you to Kristin Afelumo.
Hi Kristin, please kick things off for us with an introduction to yourself and your story.
When I started my practice in 2014 in North Dallas, I was looking for a career where I could make what I was worth and have a real impact on the lives of others. I never imagined that my mere existence in the Financial Services industry nearly 10 years later would be a disruption on its own...
The Banking Crisis: Should You Be Concerned?
Check out Kristin's Interview on News On 6 in Tulsa, Ok on March 22nd 2023.
During this episode of her Monthly Segment, she covers:
1. How banking works and how SVB got into this situation.
2. How to get more FDIC Insurance and
3. What to do if you need more than the standard $250k.
Preparing for a Recession?
Check Kristin's February 22, 2023 Interview on Tulsa's News On 6 where she shares tips on how you can prepare for a recession.
