Kate’s Story and Answers to Listener Questions with Kate Holmes [Ep40]
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Thank you to the many listeners that have reached out wanting to learn more about my story and specific approach. As more listeners have reached out I thought it would be valuable to answer the eight most common questions I receive.

So in this episode with me, myself and I, I’m sharing more about how I built Belmore Financial back in 2013; the fee model; how I worked with clients; technology I used and how clients found me. I also share my top advice for financial planners, where I see the profession going and what I’m building at Innovating Advice.

Links and show notes at https://www.innovatingadvice.com/post/episode40.). 

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