ep. 210 Sales Power Meets Financial Strategy w/ Shannon Fowler

2024-10-07

Download 101

What’s up babes! Welcome back to the Scale Your Sales podcast. Today’s episode dives into financial planning, wealth-building strategies, and the importance of taking control of your financial future. I’m excited to have Shannon Fowler, a seasoned financial planner, on the show. She specializes in helping multi six-figure businesswomen and entrepreneurs create actionable financial plans to build and protect their wealth. You’ll leave this episode with a deeper understanding of financial planning, estate planning, and how aligning your finances with your values can set you up for ...

Topics Covered:

Shannon Fowler’s Journey as a Financial Planner for High-Earning Women
The Difference Between a Financial Planner, Advisor, and Money Coach
Why Blending Financial Strategy and Money Mindset is Crucial for Success
The Biggest Financial Obstacles Women Face and How to Overcome Them
Estate Planning Essentials: Why You Need a Will or Trust Now
How to Protect Your Business and Personal Wealth Through Smart Planning
Why Financial Planning Isn’t Just About Investments but Holistic Success
The Emotional Barriers to Financial Planning and How to Get Past Them
The Power of Financial Planning for Women Entrepreneurs and Professionals

What I like to do as a financial planner, right? So let me just break it down, just bare, you know, bare bones, like on the financial planner, on the other hand, is all about creating a clear picture and an actual, actionable strategy, right, for your financial life. So this includes anything from investment strategies, tax planning, retirement planning, state planning, all of those boring things that you hear about all the time. But what I like to do in my practice is blend both of those approaches. So I want to know why you do the things that you do, because it's my job in order to get my arms around your entire financial picture. And if I'm bringing three different options to you, right, the financial planning drives the recommendations. And if I'm bringing recommendations to you, I might know that option C is the best option for you both personally and financially. But I also know, you're probably you are probably going to lean towards option A because of your history with money and different beliefs around that. And so that's why I feel like it's crucial to blend both of those. - Shannon Fowler

Connect with Shannon:

LinkedIn: Shannon Fowler

Website Biography: Shannon Fowler

CONNECT WITH JILLIAN