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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Nov 6, 2018

My guest today brings a very different perspective to the show, not just because of the clients she works with and how she runs her practice, but also because of her unusual path into the industry. After transitioning from working as a math teacher to offering financial coaching and counseling to doing financial planning work, Phuong Luong founded Just Wealth, a virtual, fee-only, hourly financial planning practice focused on working with younger clients who are still in the wealth-building phase of their careers. Having worked extensively with low-income individuals and people of color, Phuong has seen firsthand the racial and socioeconomic challenges that impact their ability to build wealth.

In this episode, she shares how stereotypes about race and low-income individuals can become blocking points when it comes to giving them effective advice and helping them to reach their financial goals. Listen in to learn how many of the financial challenges people of color face can be traced back to past institutional and government policies, how this may be limiting the reach of financial planning to minority communities, and what we can do to help.

For show notes and more visit: https://www.kitces.com/97

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