Episode 085

Innovation in Financial Planning with Kate Holmes

Episode 085

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