Ep 45: Financial Literacy with Karen Altfest

05/11/2021 34 min
Ep 45: Financial Literacy with Karen Altfest

Listen "Ep 45: Financial Literacy with Karen Altfest"

Episode Synopsis

Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Altfest the founder of Altfest Wealth Management joins us. She has focused her career to help women gain financial literacy and independence. She is passionate about teaching her clients and giving them the tools, they need to understand their own financial decisions. We will be discussing financial literacy, events, business development, and more.   More about our guest: https://www.altfest.com/   Key Points:  2:20 – Karen and Altfest’s Story 7:19 – Fee-based models 8:42 – Client structure 9:45 – Her son’s business development 11:43 – Plans for 2022 15:00 – Webinars 17:52 – Financial literacy 21:10 – Workshops 25:06 – Working with women 27:06 – Relating to someone 28:51 – Managing clients and building trust

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