I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning work for a small RIA while still on active duty that gave her a wealth of experience and knowledge.
When Amy retired from the Army, she ultimately ended up at a major wirehouse and since that was different than many of our former guests, she shared about her experiences there including the training, culture, working on her team, and personal challenges she had in working with many of the wealthy clients there. Importantly, we also touch on some of the decision points she had to make when it came time to leave including the careful steps she took to leave in accordance with her company agreements.
We catch her early in her own firm journey to get some of those lessons learned while they are still new, including how she has pivoted to capture more project, advice-only work for DIY clients. She also shares about the reason why she studied for many different designations to better gain the confidence she needed to work with clients, especially in her niche of federal government benefits. I loved Amy’s transparency and authenticity and I know you will too!