Welcome back to the Minority Money Podcast and we are continuing our financial planning series. This time we are on step 5, which is all about presenting recommendations.
For this week’s episode, I have invited Danika Waddell, founder of Xena Financial Planning and her focus is primarily on women who work in the tech industry. Today she’s going to be teaching you how financial planners should present their recommendations to their clients and how she also goes about doing that herself.
So if you’re planning on hiring a financial planner soon or one yourself then tune in to learn more about how the presenting recommendations stage of the financial planning process works.
>> Danikas’ background
>> How Danika takes her clients through the recommendation process
>> How Danika presents her one page plant to clients
>> How Danika presents her recommendations to the clients
>> Danika’s advice for you
Connect with Danika
>> Website (https://bit.ly/3uLjRHi)
>> Facebook (https://bit.ly/3uP6vK6)
>> Twitter (https://bit.ly/3aco9xS)
>> LinkedIn (https://bit.ly/3lgbZuf)
If you loved this episode, you have to listen to these episodes as well:
>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)
>> How to Start Feeling Good about Your Money with Pamela Capalad (https://apple.co/3oN3wRc)
>> Navigating the Complexities of Finance with Scott Frank (https://apple.co/3uNcAXr)
I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.
Let’s Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)
Want to chat with a fee-only financial planner? Shoot me an email at firstname.lastname@example.org Can’t wait to meet you.