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2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.
4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.
11:27 – How can the industry and technology help support CFPs that help the underserved?
19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.
30:09 – “What are you most grateful for that didn’t work out for you?”
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Watch on YouTube
2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.
4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.
11:27 – How can the industry and technology help support CFPs that help the underserved?
19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.
30:09 – “What are you most grateful for that didn’t work out for you?”