FutureProof Advisor Podcast24 Aug 2022

Navigating Your Financial Journey to Bliss with Kelley Long

Kelly Long, Financial Coach, Financial Wellness Expert, Consultant, Freelance Content Creator, and Founder of Financial Bliss, joins me on this episode of Bridging The Gap. We discuss the energy of money, perfectionism, and overcoming the need to do something.

She also shares how to navigate through financial stress, seeing challenges as opportunities, and her meaning to the pathway to bliss in your financial journey.

Guest Bio:

Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Public Accountant, and is frequently cited in the media, including the NY Times, Wall Street Journal, Washington Post and Reuters.

Kelley lives by her personal definition of financial security, which is using money to get to a place where you are able to make decisions in your life for every reason except money. She overcame her own poor money habits that lead to climbing out of 5-figure debt not once, but twice, as an example of how and why addressing the psychological aspects of money is as important, if not more so, than providing just financial education and planning. She’s the founder of the Find Your Financial Bliss Coaching Program and a frequent speaker and writer on personal finance topics.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(200)

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Jun 25min

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Jun 22min

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Mai 32min

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Mai 24min

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Mai 24min

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Mai 24min

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Apr 27min

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Apr 31min