Financial Advisor's Workshop with Brian Kasal #63 From Human Resources to Financial Planning w/ Liz Gillette, Certified Financial Planner, Bay Point Wealth
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Liz Gillette (https://www.baypointwealth.com/) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives.
In this episode, Brian and Liz discuss:
1. From Recruiter to Financial Advisor
2. How Important is Client Experience
3. Serving Clients in Their Earning Phase
4. Navigating Financial Planning for Younger Clients
LinkedIn: https://www.linkedin.com/in/lizggillette/
Website: https://www.baypointwealth.com/
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