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Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

FromFinancial Advisor Success


Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

FromFinancial Advisor Success

ratings:
Length:
88 minutes
Released:
Mar 21, 2023
Format:
Podcast episode

Description

Brenda Hiscock is a financial planner with Objective Financial Partners, an advice-only advisory firm based out of Ontario, Canada that works with clients on project-based financial plans while also offering outsourced preplanning to other Canadian advisory firms. Brenda's exceptional trait lies in the fact that she ventured into the financial services industry despite lacking any prior financial knowledge. After facing homelessness, bankruptcy, and alcoholism during her twenties, she uses her real-life experience to engage with clients on a deeper, more meaningful level. Listen in as Brenda shares how her personal experiences have significantly influenced her career as a financial planner, how the hardships she faced shaped her perspective on financial planning and insurance, and why she prioritizes working from home with a flexible work schedule for her mental health. We also discuss how she found her way to financial planning after a stint in insurance, how being a financial planner has allowed her to have a more significant impact on her clients’ lives, and why she believes that new advisors should find mentors and proactively seek support to achieve their career goals. For show notes and more visit: https://www.kitces.com/325
Released:
Mar 21, 2023
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.