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New Planner Podcast

Oct 9, 2020

Today Kyra Morris and Tiffany Ritchie of Morris Financial Concepts join the show. Kyra and Tiffany work with the rest of their team to serve 250 clients with over $280 million in AUM, and in this episode, they share how having families while running a successful firm has worked for them, as well as the challenges they have faced along the way.

Listen in as they explain how they were connected and why Tiffany ultimately chose Kyra’s offer of employment. You will learn the importance of the firm's values and culture and how Kyra mentored Tiffany, allowing her to gain confidence with clients. If you’re an aspiring female financial planner that might be hesitant to enter a currently male-dominated profession, this is the episode for you!

You can find show notes and more information by clicking here: