Episode 61 • October 2, 2020 • 23 min
Solo with Less Stress Featuring Simon Brady
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Show notes
Simon Brady is a seasoned financial advisor specializing in individuals coming out of a divorce, suddenly single (widows), millennials and individuals that are between the ages of 20-40, and immigrants, all underserved demographics that get taken advantage of due to emotional stress, naivety, or language barriers.
We discuss:
- An unusual niche for a financial advisor that many would avoid [1:50]
- The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]
- Why the wolf quit Wall Street [7:11]
- Shifting lives instead of shifting millions of dollars [10:26]
- The time to get creative about arranging your time [13:38]
- Why it’s crucial you realize what you don’t know [15:48]
- How to keep a steady flow in the pipeline [17:04]
Learn more about Simon at https://www.angliaadvisors.com.
Brief Description of Gift
A free initial consultation, plus Simon’s "Family and Friends" discounted hourly rate if they sign up for a Per Hour engagement
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