237. Redefining Success - Amy Parsons’ Path to Growth, Balance, and Financial Empowerment

This week on the Kofkin Bond Podcast, we feature Amy Parsons, an award-winning financial services professional with over 20 years of experience. Known for her expertise and commitment to client success, Amy excels in driving growth by challenging conventional approaches. She builds trusted partnerships with advisers, helping them unlock their potential and focus on long-term goals.

Amy’s career reflects her goal-oriented mindset, resilience, and dedication, balanced with personal achievements. As a passionate advocate for financial literacy, she empowers individuals to take control of their finances. Outside of work, Amy stays grounded through acupuncture, hiking, and her structured “hour of power” routine—combining meditation, workouts, and breathwork. Her inspiring presence highlights the importance of flexibility and balance in achieving personal and professional fulfillment.