How has your designation enhanced your career?
My designation has positioned my firm to work with High Net Worth clients on the investment side and in the philanthropic planning space. For example, I can have conversations with clients that involve donating appreciated assets, like real estate, to organizations they are passionate about supporting.
What is your favorite book or what are you currently reading?
One of my favorite books is Les Brown's Live Your Dreams which I spoke on at a Toastmasters event years ago. Two of his favorite quotes became favorites of mine. "Someone's opinion of you does not have to become your reality" and " Shoot for the moon, even if you miss you'll land among the stars" In addition, I am reading TED TALKS, By Chris Anderson. Yes, I would love to stand on the red dot.
What are your favorite podcast(s) you are listening to?
I like Giving With Impact, a Charles Schwab podcast. My bucket list includes being a guest on the show.
What are you most grateful for?
I am most grateful for my health. As a mature adult, I have only recently come into my own. I started an RIA practice, earned two designations, wrote a few books moved from the mid-west to the West Coast, am committed to working out daily, and became borderline vegetarian. None of this could be accomplished without my health.