Adapter’s Advantage: Episode 33
Kate Holmes, Financial Advisor
No matter how well you plan ahead…life happens.
Can your financial management keep up?
In this episode, Kate Holmes, Founder and CEO of Innovating Advice, shares why financial planning should adapt to life—not the other way around.
- Why financial plans need to keep up with life — and why that takes a holistic approach
- How Kate built a financial planning business that adapts to her life
- The power of video for business communication