Thanks to you guys and the Physician Moms' Group, Michael Kitces interviewed me for his Financial Advisors' Success series and it went live today. If you can't understand my drawl, the text is available, too.
X
-
Michael Kitces interviewed me!
My passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clientsTags: None -
-
Thanks to you guys and the Physician Moms’ Group, Michael Kitces interviewed me for his Financial Advisors’ Success series and it went live today. If you can’t understand my drawl, the text is available, too.
Click to expand...
Cool, I use the google translate function to understand Southern drawl.
I look forward to listening.Comment
-
Forgot to mention that the picture he pulled from the internet is about 6 years old - don't expect to see that version of me in Park CityMy passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clientsComment
-
Congrats! I shared it with the WCI community via Twitter and Facebook.Helping those who wear the white coat get a fair shake on Wall Street since 2011Comment
-
-
-
That was awesome! I really enjoyed it. I like how you approached the doctor financial planning market by embedding yourself with docs (here).
I am naturally (and understandably) suspicious of outsiders who claim to be experts on doctors but know nothing about them other than that they are big wallets with no time or inclination for dealing with money. Well done all around!Comment
-
@Vagabond, that's one of the nicest compliments I've ever received. Thank you very much - it really means a lot!My passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clientsComment
-
Congrats! Like Vagabound, really appreciate you embedding into the forum. Will stream you after my prairie home companion....southern speak after Minnesotan is easyComment
-
southern speak after Minnesotan is easy
Click to expand...
Uff da.
Congrats. Who’s Michael Kitces?
Click to expand...
Financial planner and meticulously thorough blogger at Nerd's Eye View.Comment
-
Congrats. Who’s Michael Kitces?
Click to expand...
Thanks! You could say he is to financial planners what WCI is to physicians. Huge following, sought-after speaker, very approachable, breaks down complex financial topics into easily-digestible blog posts. You can find his own podcast interview here, pretty interestingMy passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clientsComment
-
Channels
Collapse
Comment