Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #144_ Finding Success Working with Clients with Similar Values
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model and starting her own firm. She considers the struggles and issues she faced and shares some valuable insight into how she did it and what she would have done differently.

Diana gets real with us about how difficult the transition was and what missteps she took as she fumbled through her new venture. She shares the issues she faced while growing a firm and a family at the same time. Diana also discusses the benefits of going out on her own and finding the right clients who she was actually passionate about helping, and able to help in a significant way.

Listen to the Full Interview:

 

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What You'll Learn from This Episode:

  • How Diana’s income tax background has helped her clients benefit from the tax laws.
  • The importance of the net worth statement and how it effects clients.
  • The specific hurdles faced by her female clients and how she is able to help them.
  • How she was trained in executive compensation.
  • What pulled her toward the fee-only model and away from a comfortable job.
  • Why she struggles with business development.
  • How she find a passion for property settlements and decided to get a CDFA designation.
  • Why it can be wise to limit your growth.

Featured on the Show:

This Episode Sponsored By:

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