I talk about this amazing woman from time to time on the show… and figured I HAVE to once and for all shine a light on her and have her share her insights and advice with my audience. I’m honored to introduce our guest today, my financial planner, Stacy Francis, founder of Francis Financial, a holistic fee-only financial planning and wealth management boutique here in New York City. She is a nationally recognized financial expert and a Certified Financial Planner™ (CFP®). Stacy comes with over 18 years of experience in the financial industry and is also a Certified Divorce Financial Analyst™ (CDFA™). She appeared on NBC, PBS, CNN, and many other TV outlets… and contributed to over 100 major publications such as Investment News, The New York Times, The Wall Street Journal and USA Today. In addition, Stacy received numerous awards, including The Heart of Financial Planning Award from the Financial Planning Association (FPA) and was listed as a national Money Hero by CNN Money Magazine.
Three takeaways from our interview:
— The most popular objection Stacy hears from prospective clients.
— How to know if you would be well off working with a robo advisor.
— The biggest mistake she made with her money – and yes, financial advisors make mistakes!
My favorite quote from the interview: “Good wealth management = advanced planning + relationship management.” – Click to Tweet