podcast
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:
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