On the Circuit
21. Susan Bradley and Sarah Newcomb on Creating Purposeful Lives Through Personalized Financial Planning
Financial planning tools, tech and strategies are great – but the key to successful financial planning lies in addressing the underlying emotional and psychological factors driving your clients.
That’s why Susan Bradley founded Sudden Money Institute back in the ‘90s, delving into the idea of financial transitionists. Likewise, Sarah Newcomb sees a larger need for younger generations of not just financial advice, but advice that centers around resourcefulness and connection.
The two sit down with Brodrick Lothringer and Johnny Sandquist of Three Crowns Marketing to discuss their career journeys and the futures they envision for financial advice in this week’s episode of On the Circuit. Click play to explore more from these two women in finance, including their dream “fiestas!”
And if you want to learn more about how Three Crowns can help you create your own podcast, check out the links below to get started:
Financial planning tools, tech and strategies are great – but the key to successful financial planning lies in addressing the underlying emotional and psychological factors driving your clients.
That’s why Susan Bradley founded Sudden Money Institute back in the ‘90s, delving into the idea of financial transitionists. Likewise, Sarah Newcomb sees a larger need for younger generations of not just financial advice, but advice that centers around resourcefulness and connection.
The two sit down with Brodrick Lothringer and Johnny Sandquist of Three Crowns Marketing to discuss their career journeys and the futures they envision for financial advice in this week’s episode of On the Circuit. Click play to explore more from these two women in finance, including their dream “fiestas!”
And if you want to learn more about how Three Crowns can help you create your own podcast, check out the links below to get started: