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#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family's experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of tax strategy and IRMAA. Learn her approach to educating clients and fostering long-term financial security.
In this episode, Chris and Maggie discuss:
1- The Journey from Teaching to Financial Services
2- Transitioning to the RIA Space
3- Educating Clients: The Key to Success
4- Tax Strategies and IRMAA
LinkedIn: https://www.linkedin.com/in/maggie-koosa-cepa-94932415
Company LinkedIn: https://www.linkedin.com/company/the-alchemists-your-wealth-concierge/
Website: https://www.youralchemist.com/
Instagram: https://www.instagram.com/maggiekoosa/
X: https://x.com/MaggieKoosa3
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
View all episodes
By Chris Brodhead
5
6464 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family's experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of tax strategy and IRMAA. Learn her approach to educating clients and fostering long-term financial security.
In this episode, Chris and Maggie discuss:
1- The Journey from Teaching to Financial Services
2- Transitioning to the RIA Space
3- Educating Clients: The Key to Success
4- Tax Strategies and IRMAA
LinkedIn: https://www.linkedin.com/in/maggie-koosa-cepa-94932415
Company LinkedIn: https://www.linkedin.com/company/the-alchemists-your-wealth-concierge/
Website: https://www.youralchemist.com/
Instagram: https://www.instagram.com/maggiekoosa/
X: https://x.com/MaggieKoosa3
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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