Aug 5, 2022
Today is part two of our conversation with Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She’s someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren’t more women in this profession, and what she believes makes a great advisor.
Read more and get additional financial resources: http://johnsonbrunetti.com
What we discuss in this episode:
1:24 – Differences in saving
3:34 – What is a fiduciary?
5:13 – Where to focus in your 30s and 40s
8:36 – Where to focus in your 50s
13:33 – Heather’s future as an advisor