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Welcome to The Adapter’s Advantage: Breakthrough Moments that Lead to Success, the podcast that brings you insider stories of the moments that mattered—turning points on the sometimes rocky road to success. Our guests are leaders in sales, training, enterprise learning, and academia, who share how they’re adapting to the changing world. These interviews are informative, inspirational, and based on real-world experiences to help listeners learn how their organizations can adapt to change. The host is Mark Magnacca, president and co-founder of Allego, the workforce training and readiness platform built for distributed teams.
Episodes
Tuesday Nov 09, 2021
Tuesday Nov 09, 2021
No matter how well you plan ahead…life happens.
Can your financial management keep up?
In this episode, Kate Holmes, Founder and CEO of Innovating Advice, shares why financial planning should adapt to life—not the other way around.
- Why financial plans need to keep up with life — and why that takes a holistic approach
- How Kate built a financial planning business that adapts to her life
- The power of video for business communication
Show Notes:
https://www.linkedin.com/in/kateaholmes/
https://www.innovatingadvice.com/