EPISODE 85

Innovation in Financial Planning with Kate Holmes

In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.

They discussed:

  • Her career so far, growing up in Seattle, her degree in photography and how she got into financial planning.
  • How she started the first fee-only virtual financial planning business.
  • Her favourite places in the world and how South Africa holds a special place in her heart.
  • Some tips on how to integrate automation into your financial planning business
  • How she became a key person of influence in the global financial planning profession

Enjoy!

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