Season 8 Episode 13371
S1: Episode 04: Using Financial Planning to Build Your Dream Life with Caroline Tanis
<p>In this episode Jess talks with Caroline , who is a Financial Advisor, Strategist, and Speaker, and also part of the Women's Wealth boutique. Caroline talks about how she felt like she hit a wall professionally and knew it was time to expand into something different. They discuss the importance of being able to express yourself in your profession and how at the women's wealth boutique that is something that is nurtured and encouraged. She also discusses the importance of matching potential financial clients with the correct advisors to achieve the best results for everyone. Caroline points out how important it is to have a comfortable relationship with clients where they feel that they can communicate in an open way to get the most out of the client/advisor relationship.<br>Guest Title: Caroline Tanis, Financial Advisor, Strategist, and Speaker<br>Guest Bio: Caroline Tanis CDFA MBA is a financial advisor and strategist that specializes in helping highly ambitious women and their families build a plan for their dream life. She is an advocate for women building wealth and increasing financial literacy in future generations. After spending half of a decade at Merrill Lynch she made the jump to start her own practice so could create a place where women felt heard, understood, and welcome to fully pursue their dreams.<br>Tanisfingroup.com <br>https://instagram.com/tanisfingroup </p>
