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.
- 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