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New Planner Podcast

Mar 26, 2021

Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on the fundamentals of money.

Listen in to learn why she chose to provide limited engagement coaching versus full-blown ongoing financial planning—which she refers out to other financial planners—and how her revenue model has fully replaced her income as a corporate executive at one of Canada's largest banks. You'll learn the common mistakes new planners make when starting their careers, as well as what natural characteristics successful new planners tend to have in common.

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