Kimberly Stewart, CFP®, CLU®, CLTC® is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.
In this episode, Chris and Kimberly discuss:
- Planting the Right Seeds: Why Authentic Relationships Matter
- Helping Clients Make Smarter Financial Decisions Through Knowledge
- Client-Centered Growth: How to Build a Business That Runs on Referrals
- Thriving as a Minority in a White-Male-Dominated Industry
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KRS Wealth Management
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
