01 Jul, 2021 • BY Kyle
We hear comparisons between financial well-being and physical well-being all the time.
Well, Carolyn McClanahan is proof that these two domains are highly related.
In this episode, we tap the breadth of experience that McClanahan has as a medical doctor AND financial planner.
In this episode, you’ll learn about:
- Her journey with health and finance
- The value of having hard conversations
- Planning for who people are, not who they want to be
- A big mistake advisers make with clients
- A simple question she teaches advisers to ask that makes sharing EASY
- Achieving growth through hiring (and when should you hire)
- Leveling up through coaching
- Creating opportunities with the media
- And much more
Links to check out:
You can find out more about Carolyn at carolynmcclanahan.com
- Fierce Conversations by Susan Scott
- Carolyn breaks down the “Affordable Care Act” into a 5 part video series.
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