Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

21-03-2023 • 1 hr 28 mins

Brenda Hiscock is a financial planner with Objective Financial Partners, an advice-only advisory firm based out of Ontario, Canada that works with clients on project-based financial plans while also offering outsourced preplanning to other Canadian advisory firms. Brenda's exceptional trait lies in the fact that she ventured into the financial services industry despite lacking any prior financial knowledge. After facing homelessness, bankruptcy, and alcoholism during her twenties, she uses her real-life experience to engage with clients on a deeper, more meaningful level.

Listen in as Brenda shares how her personal experiences have significantly influenced her career as a financial planner, how the hardships she faced shaped her perspective on financial planning and insurance, and why she prioritizes working from home with a flexible work schedule for her mental health. We also discuss how she found her way to financial planning after a stint in insurance, how being a financial planner has allowed her to have a more significant impact on her clients’ lives, and why she believes that new advisors should find mentors and proactively seek support to achieve their career goals.

For show notes and more visit: https://www.kitces.com/325

You Might Like

The Morning Brief
The Morning Brief
The Economic Times
ANI Podcast with Smita Prakash
ANI Podcast with Smita Prakash
Asian News International (ANI)
ThePrint
ThePrint
ThePrint
3 Things
3 Things
Express Audio
FT News Briefing
FT News Briefing
Financial Times
Economist Podcasts
Economist Podcasts
The Economist
Top of the Morning
Top of the Morning
Mint - HT Smartcast
HT Daily News Wrap
HT Daily News Wrap
Hindustan Times - HT Smartcast
Daybreak
Daybreak
The Ken
The Daily
The Daily
The New York Times
The Journal.
The Journal.
The Wall Street Journal & Gimlet
Serial
Serial
Serial Productions & The New York Times
WSJ What’s News
WSJ What’s News
The Wall Street Journal
WSJ Tech News Briefing
WSJ Tech News Briefing
The Wall Street Journal
The Signal Daily
The Signal Daily
The Core Team