63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial

23/03/2022 55 min Temporada 3 Episodio 63
63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial

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Episode Synopsis

Send us a textWe are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself under the name TimeScale Financial.Today's powerful episode has everything you need to know about rebranding, business expansion, and fostering a healthy work culture in a hybrid business model. Why is it important to be authentic, accountable, and confident? You'll receive answers that'll resonate with people at different stages of their careers. Find the agenda of our conversation with Kate below: 01:21 About Kate's Role03:05 How Did Kate get to TimeScale Financial? 05:00 The Genesis of the Rebrand07:50 Expansion during the pandemic 10:00 Transitioning into a Hybrid Model19:20 How to create a healthy work culture 22:00 How to come up with brand values 28:17 The importance of education 35:14" I was going to help people reach their financial goals."50:47 "Positioning is everything!".58:56 Kate's take on social media 01:01:35 Success tips for people coming into the industry01:03:00 Best way to get in touch🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/📧 Want to get in touch? Email me at [email protected]

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