Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan

Ep #145_Using Humor to Make Financial Planning FunFrom books to planning practices, the financial planning world tends to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in financial planning by using storytelling and finding creative ways to catch people's attention.

Catie also shares some great tips on managing time and tasks, especially as an entrepreneur. She emphasizes the importance of accepting the fact that the to-do list doesn’t end and how to break up tasks and prioritize what you need to do. Catie talks about her book and how she leverages her humor and writing to gain clients, speaking engagements and consulting gigs.

Listen to the Full Interview:

Want more from XYPN Radio? Become a VIP to access our private community!

What You'll Learn from This Episode:

  • How Catie uses humor to engage with clients and how that helps them achieve financial success.
  • How she leverages her book to get clients, speaking engagements and consulting gigs.
  • Why she only works with about 12 people.
  • How she likes to connect with her target demographic through writing.
  • Why she decided to go out on her own and start her practice.
  • How she narrowed down her target market.
  • Her best advice on time and task management.

Featured on the Show:

This Episode Sponsored By:

Ruby Receptionists Logo.jpgSupport for today’s episode comes from Ruby Receptionists, the only live remote receptionist service dedicated to helping financial service professionals win more clients and build trust. From their studio in Portland, Oregon, Ruby's friendly, professional receptionists ensure exceptional client experiences by answering calls live in English or Spanish, transferring calls, taking messages, addressing common questions, collecting new client intake, making follow up call and more—just like an in-house receptionist, at a fraction of the cost.  Let Ruby help you turn rings into relationships! For a special offer visit callruby.com/XYPN and use promocode XYPN Or call  (844) 853-7829
 
subscribe-with-itunesSubscribe-with-stitcher
Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell
Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

Subscribe to Email Updates