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Breaking Barriers to Wealth: Samanda Morales on Mindset and Planning
Welcome to Episode 3 of Your Customer, Your Success
In this episode, we explore the intersection of financial planning, customer focus, and personal empowerment with special guest Samanda Morales. Samanda is the founder and owner of WellFin 360, an independent, fee-only financial planning and investment advisory firm. With over 20 years of experience in financial services, she’s passionate about helping first-time wealth builders and small business owners establish a solid financial foundation.
Samanda shares her personal journey from limited financial resources to becoming a financial coach and planner, emphasizing the need for financial literacy, especially for early career professionals and first-time wealth builders. They discuss barriers to seeking financial advice, the importance of customized financial solutions, and the impact of financial compatibility in relationships. The conversation also highlights the significance of instilling good financial habits and the differences between financial coaching and planning.
Takeaways
- WellFin 360 focuses on empowering first-time wealth builders.
- Samantha's personal story shaped her perspective on finance.
- Many Americans lack basic financial literacy and resources.
- Financial planning is essential for long-term success.
- People often believe they need wealth to seek financial advice.
- Financial compatibility is crucial in relationships.
- Small, consistent savings can lead to significant growth.
- Financial coaching emphasizes behavioral change and education.
- Understanding the difference between coaching and planning
Chapters
01:31 Samantha's Financial Journey
06:53 The Importance of Financial Planning
10:00 Barriers to Seeking Financial Advice
14:52 Customizing Financial Solutions
19:14 Financial Compatibility in Relationships
21:51 Lessons from Financial Habits
27:55 The Need for Financial Literacy - Education
30:32 Financial Coaching vs. Financial Planning
Your Customer, Your Success on YouTube, check us out!
https://www.youtube.com/@YourCustomerYourSuccessPodcast
Marra CX Hub:
https://marracxhub.com/
Samanda Morales Contact Links:
https://wellfin360.com/
https://www.linkedin.com/in/samanda-morales-afc%C2%AE-cpfwc-cfei-91579030/
View all episodes
By Gary MarraWelcome to Episode 3 of Your Customer, Your Success
In this episode, we explore the intersection of financial planning, customer focus, and personal empowerment with special guest Samanda Morales. Samanda is the founder and owner of WellFin 360, an independent, fee-only financial planning and investment advisory firm. With over 20 years of experience in financial services, she’s passionate about helping first-time wealth builders and small business owners establish a solid financial foundation.
Samanda shares her personal journey from limited financial resources to becoming a financial coach and planner, emphasizing the need for financial literacy, especially for early career professionals and first-time wealth builders. They discuss barriers to seeking financial advice, the importance of customized financial solutions, and the impact of financial compatibility in relationships. The conversation also highlights the significance of instilling good financial habits and the differences between financial coaching and planning.
Takeaways
- WellFin 360 focuses on empowering first-time wealth builders.
- Samantha's personal story shaped her perspective on finance.
- Many Americans lack basic financial literacy and resources.
- Financial planning is essential for long-term success.
- People often believe they need wealth to seek financial advice.
- Financial compatibility is crucial in relationships.
- Small, consistent savings can lead to significant growth.
- Financial coaching emphasizes behavioral change and education.
- Understanding the difference between coaching and planning
Chapters
01:31 Samantha's Financial Journey
06:53 The Importance of Financial Planning
10:00 Barriers to Seeking Financial Advice
14:52 Customizing Financial Solutions
19:14 Financial Compatibility in Relationships
21:51 Lessons from Financial Habits
27:55 The Need for Financial Literacy - Education
30:32 Financial Coaching vs. Financial Planning
Your Customer, Your Success on YouTube, check us out!
https://www.youtube.com/@YourCustomerYourSuccessPodcast
Marra CX Hub:
https://marracxhub.com/
Samanda Morales Contact Links:
https://wellfin360.com/
https://www.linkedin.com/in/samanda-morales-afc%C2%AE-cpfwc-cfei-91579030/