On the heels of our recent executive report The Advisor of the Future, in episode 32 we introduce Kate Holmes (@the_kate_holmes), head financial coach and founder of Belmore Financial. In our discussion we explore how Kate is coaching and helping the planning needs of the next generation of investors, and leveraging technology to connect with clients and prospects.
In our interview, Kate mentioned a recent Wall Street Journal interview for their Voices column that can be found on her Facebook page without a WSJ.com subscription. [WSJ.com subscribers can link directly to the story here.]
Join the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. Have a question, comment or suggestion, send us an e-mail at OnAir@HearsayCorp.com