Financial Life Coach Podcast meets Jessamy Walker

Nov 7, 2018

Jess and I discuss

• How she transitioned from an IFA to a financial planning business owner
• We discuss the challenges she faced with existing clients
• She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them
• We discuss her evangelical approach and how it interacts with the pragmatism of a business owner
• Finally, she tells me about the importance of believing in what you do

@browndogfp

Brown Dog Financial Planning