In this episode, Jeff and Katherine discuss: 

• How Katherine’s mom inspired her to dig into finances and, ultimately, start her firm with her brother. 
• Being authentic to who you are and listening to your gut instincts. 
• Parting with a larger firm gracefully, even if not easily. 
• Getting clarity on what you want to do in your firm for your clients.

Key Takeaways: 

• Music and math are tied in the same epicenter in the brain. 
• You can build and grow your firm through referrals if you develop your relationships with the clients you are working with. 
• In the independent space, you have your choice of tools to make you more efficient to handle larger clients and their wealth. 
• When you go independent, you have to evolve your thinking from an advisor to a CEO. It’s a different lens on the industry and on your firm. 

"You really can't win a holistic financial planning game without playing defense and offense." —  Katherine Forrester Schneewind

Connect with Katherine Forrester Schneewind: 

Website: https://highnotewealth.com/

LinkedIn: https://www.linkedin.com/in/katherine-forrester-schneewind-6722904/

Twitter: https://twitter.com/HighNoteWealth

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/