“I have a sense of responsibility to dig deeper and provide a platform for other people who don’t have as easy of an inroad to get into the profession.” —Leighann Miko The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. In this episode, Tyrone Ross sits down with Leighann Miko of Equalis Financial, to discuss the evolution of financial planning, what it means to serve the underserved and why it is essential to understand our relationship with money.
2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.
4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.
11:27 – How can the industry and technology help support CFPs that help the underserved?
19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.
30:09 – “What are you most grateful for that didn’t work out for you?”