32: True Confessions of Two Financial Planners

<p class="p1">Today, Stephanie and Kevin offer a unique perspective on the show by diving deep into their own backgrounds as financial planners.</p> <p class="p2"> </p> <p class="p1">The two kick things off with a brief history of their first jobs before reflecting on their first ever roles in the financial services industry.</p> <p class="p2"> </p> <p class="p1">Then, Stephanie discusses the inspiration behind Sofia Financial and how she and Kevin came to work together.</p> <p class="p2"> </p> <p class="p1">Finally, the pair do a rapid-fire Q&A, revealing a few little known tidbits about our hosts, from their guilty pleasures to their financial pet peeves to their dumbest purchases!</p> <p class="p2"> </p> <p class="p1"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">Stephanie and Kevin<span class="s2">’</span>s first jobs. (1:27)</li> <li class="li1">Entering the financial services industry. (6:37)</li> <li class="li1">From boiler room newbie to Certified Financial Planner. (12:28)</li> <li class="li1"><span class="s2">“</span>Where did <span class= "s2">‘</span>Sofia<span class="s2">’</span> come from?” (16:05)</li> <li class="li1">What Kevin likes best about his current role. (20:22)</li> <li class="li1">How about Stephanie? (24:07)</li> <li class="li1">Rapid-fire Q&A. (26:17)</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Resources Mentioned:</strong></p> <ul class="ul1"> <li class="li3"><span class="s3"><a href= "https://www.youtube.com/watch?v=dApGdXs-elc"><span class= "s4">Video: “Guy Suddenly Gets Disappointed After Looking at His First Paycheck”</span></a></span></li> </ul> <p class="p2"> </p> <p class="p1">If you like what you’ve been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com<span class= "Apple-converted-space"> </span></p> <p class="p2"> </p> <p class="p1">You can find the transcript and more inform