The Power of Personal Stories in Growing a Successful Financial Planning Practice

The Purpose Focused Advisor

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategies for client engagement, growing a financial planning practice, and the importance of promoting referrals. Tess offers invaluable insights, so tune in for a great conversation.

In this episode, Rob and Tess explore:

• How your personal story influence your financial planning career
• Continuous learning is powerful for strengthening business and client relationships.
• Empowering women to understand and engage in financial conversations
• How simply letting people know you’re open for more business leads to meaningful referrals.
• Planning for succession should begin earlier than you might think to protect your business and clients

Key Takeaways:

• Many women change advisors after their spouse passes because they haven't built a connection with their current advisor.
• Client relationships should be mutually beneficial.
• Not all clients will be the right fit for you. It's important to respect your expertise and know when to refer clients elsewhere.
• Most of your best new clients will come from introductions, especially from satisfied clients.

“The world is a better place when we learn and understand people and gain more knowledge.” – Tess Rowland

About Tess Rowland: Tess Rowland is a dedicated financial advisor with a mission to help individuals achieve financial security. As the founder of T Rowland Financial Services, Tess brings a wealth of experience to her clients, offering fee-only financial planning and advisory services. She transitioned from a career as a Registered Nurse to accounting, becoming a CPA before embracing her role as a financial advisor. Tess's background in critical care and accounting uniquely positions her to build trusted relationships and guide clients towards their financial goals. Outside of work, Tess enjoys family time, golf, hiking, yoga, and gardening.

Connect with Tess Rowland:

Website: https://www.tessrfinancialservices.com/

LinkedIn: https://www.linkedin.com/in/theresa-rowland-6877b097/

Episode References:

• The Truest Fan Mastermind
• Garrett Planning Network: https://www.garrettplanningnetwork.com/
• The Clark Howard Podcast: https://clark.com/podcasts/

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