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Season 8 Episode 75

Using Financial Planning to Build Your Dream Life

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. Caroline 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.

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