Episode 14 – A Wealth of Opportunity: A Holistic Approach to Leadership, Humility and Humanity in Financial Planning

The Working CEO: Real Advice for Busy Business Leaders
25/01/2023 43 min

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Episode Synopsis

Want to know how to get things done? Get out of your own way! That’s a good tip from today’s guest, Kim Curtis, President and CEO of Wealth Legacy Institute.Beyond helping her clients leave a financial legacy, she believes in leaving the legacy of leadership. Her advice: Step back and let your team shine. We’ll chat with Kim about her groundbreaking financial planning model, her views and leadership and perhaps her favorite guilty pleasure! That’s up next on the Working CEO Podcast …stay...

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