cover of episode Heidi Johnson Bixby: Finding Success Through Financial Planning & Teamwork

Heidi Johnson Bixby: Finding Success Through Financial Planning & Teamwork

2023/3/20
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

Frequently requested episodes will be transcribed first

Shownotes Transcript

 Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry. 

**"If you want it, work for it and save your pennies - I learned at a very early age that if I wanted something, I could work and earn it." - Heidi Johnson Bixby **

Heidi had a passion for financial planning, but it was the entrepreneurial spirit she learned in her childhood that drove her to success. Through hard work, she built a successful financial planning firm and sought out mentors to help her continue to grow. With her own philosophy of giving and the ripple effect, Heidi was able to create a successful, team-oriented practice that puts clients first. She knows that freedom comes through hard work and is thankful to have the opportunity to do what she loves every day. 

In this episode, you will learn the following: 

  1. How Heidi Johnson Bixby's experience as an entrepreneur informs her approach to financial planning. 

  2. The demands for team members to become financial planners in Heidi Johnson Bixby's firm. 

  3. How Malcolm Gladwell's writing inspires Heidi Johnson Bixby in her professional career.

 

Loved this episode? Leave us a review and rating here: 

https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303