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Ep 229: Navigating The Evolution Of Financial Planning Over 50 Years Of Building with Alexandra Armstrong
Ep 229: Navigating The Evolution Of Financial Planning Over 50 Years Of Building with Alexandra Armstrong
ratings:
Length:
90 minutes
Released:
May 18, 2021
Format:
Podcast episode
Description
Alexandra Armstrong is the founder and chairwoman emeritus of Armstrong Fleming & Moore, a hybrid RIA based out of Washington, DC. Alex has a long and experienced 40-year career in the financial services industry, having first launched her firm in 1983 and subsequently selling it to four different successors. Alexandra is a true pioneer of the industry and brings a wealth of wisdom that she shares with us, including what set her apart in the early days of her career, what it was like being female in a primarily male-dominated industry, and what the real secret of her success was. She also discusses what the industry was like when she first earned her CFP marks in 1977, and explains why she believes that financial planning is an ideal career for women. For For show notes and more visit: https://www.kitces.com/229
Released:
May 18, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 019: The Evolution And Emergence Of A True Financial Planning Profession With Bob Veres: For the past three decades, Bob Veres has witnessed, dissected, and predicted the major shifts of the financial planning profession. by Financial Advisor Success