Leighann Miko is focused on serving underserved communities and shares her approach and how the industry can help.
In this episode, Leighann of Equalis Financial, joins me to discuss the evolution of financial planning, what it means to serve the underserved and why it is essential to understand our relationship with money.
“Money was always a struggle.”
Leighann reflects on her own 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.
Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.