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Beyond The Numbers: Building a 7-Figure Wealth Advisory Practice

Episode Description:

Being a woman in a male dominated industry created its own set of challenges for this week’s ambitious entrepreneur, Kathy Robertson.
Kathy is the owner of Robertson Wealth Advisory Group, providing financial advice to her clients as they transition through major life events. Her advice to other women entrepreneurs entering the field? When you’re faced with closed doors, you need to build your own door.
Join Breakthrough’s Sara Roach Lewis as she talks with Kathy about her client centric approach because in order to grow a seven figure wealth advisory firm, you have to go beyond the numbers.

Guest Bio:

Kathy has been a leading force in the wealth management industry since 1996. Kathy is the lead Investment Advisor of the Robertson Wealth Advisory Group of CIBC Wood Gundy in Charlottetown.
Kathy provides financial advice to her clients as they transition through various life events such as: Retirement, Divorce, Death of a Spouse/Partner, Inheritance or the Sale of their Business.
Kathy has earned the Fellowship of the Canadian Securities Institute, as well as the Financial Management Advisor designation, she has her Securities and Insurance Licenses as well as a Business Degree from Mount Saint Vincent University.
E24: Leading through Crisis: COVID-19 & Your Business

E24: Leading through Crisis: COVID-19 & Your Business

podcastLeading through Crisis: COVID-19 & Your BusinessEpisode Description: In this special live broadcast episode of Breakthrough, Sara and her panel of guests will talk about coronavirus and how to manage the uncertainty for your business, support your team, and...