I started my financial journey Fall of 2014 when I found myself with only $1.50 to my name, so I understand the frustration around money mismanagement, struggling with where to start, and the courage it takes to take ownership of your finances. Now, I’m a financial coach, speaker, author, and the founder and owner of Mills Knows Bills where I have the opportunity to teach individuals and businesses how to manage and master their money within 90 days. On this podcast, I will teach you how to stop living paycheck to paycheck, how to pay off your debt twice as fast, and how to reach your financial goals. This podcast is meant to make managing your finances accessible. Email: mills@millsknowsbills.com
https://www.millsknowsbills.com/
episode 87: E87: Good vs. Bad Clients! (For Financial Advisors)
Welcome back to the Mills Knows Bills podcast! In this episode, host Mills Bender, CEO of Mills Knows Bills, chats with guest Brady Slack, managing partner at High Country Finance and co-founder of the software company Stacked. They discuss the attributes of their best clients, emphasizing the importance of a positive money mindset and the willingness to put in the work. Slack shares his perspective on effective client relationships from an accounting and tax planning viewpoint, highlighting the benefits of viewing financial professionals as partners and the potential for making more money while paying fewer taxes. Listeners are encouraged to reach out to their own advisors and professionals for personalized financial or tax advice, ensuring a comprehensive approach to managing individual financial situations.
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00:00 Welcome to Mills Knows Bills: Mastering Your Money
00:53 Special Guest Introduction: Brady Slack
01:39 The Key Traits of the Best Clients
04:05 Exploring Financial Strategies and Client Relationships
06:51 How to Connect with Brady Slack for Financial Guidance
07:43 Wrapping Up: Resources and Thanks
09:33 Final Thoughts and Disclaimer