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In this episode, we ask:
- Would you like to listen in on two Certified Financial Planners®?
- What is the difference between kind and nice?
- Did you love Mary Poppins?
- What kind of feedback would you like for improvement?
- What is best for the person I’m talking with?
- What can help the person in the long run?
- What about speaking truth with love?
- What did Amanda’s attorney say?
- How does this apply to financial advisors?
- What about Profit First?
- Would you like to hear the ninja belt series?
- How does one ask their financial advisor for kindness instead of niceness?
- What about retirement readiness?
- Should you give “nice deposits” or a compliment sandwich?
- What is the vision of a better future?
- How about an example?
- How do you ask permission to be kind?
- What happens if…?
- What is phantom income?
- How is the kind thing to check in?
- What is the most expensive phrase in financial planning?
- Is there a cliff on the other side of this?
- What is the exit?
- What will come back to bite you?
- What is more important than growth?
- Would you like to read Amanda’s Substack?
Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER®) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help everyday Americans all over the United States to create smart, stable financial futures.
