Breaking Barriers To Wealth: Samanda Morales On Mindset And Planning Your Customer, Your Success podcast

Breaking Barriers to Wealth: Samanda Morales on Mindset and Planning

17d ago 33:34

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Welcome to Episode 3 of Your Customer, Your Success

In this episode, we explore the intersection of financial planning, customer focus, and personal empowerment with special guest Samanda Morales. Samanda is the founder and owner of WellFin 360, an independent, fee-only financial planning and investment advisory firm. With over 20 years of experience in financial services, she’s passionate about helping first-time wealth builders and small business owners establish a solid financial foundation.

Samanda shares her personal journey from limited financial resources to becoming a financial coach and planner, emphasizing the need for financial literacy, especially for early career professionals and first-time wealth builders. They discuss barriers to seeking financial advice, the importance of customized financial solutions, and the impact of financial compatibility in relationships. The conversation also highlights the significance of instilling good financial habits and the differences between financial coaching and planning.

Takeaways

WellFin 360 focuses on empowering first-time wealth builders.
Samantha's personal story shaped her perspective on finance.
Many Americans lack basic financial literacy and resources.
Financial planning is essential for long-term success.
People often believe they need wealth to seek financial advice.
Financial compatibility is crucial in relationships.
Small, consistent savings can lead to significant growth.
Financial coaching emphasizes behavioral change and education.
Understanding the difference between coaching and planning

Chapters

01:31 Samantha's Financial Journey

06:53 The Importance of Financial Planning

10:00 Barriers to Seeking Financial Advice

14:52 Customizing Financial Solutions

19:14 Financial Compatibility in Relationships

21:51 Lessons from Financial Habits

27:55 The Need for Financial Literacy - Education

30:32 Financial Coaching vs. Financial Planning

Your Customer, Your Success on YouTube, check us out!

https://www.youtube.com/@YourCustomerYourSuccessPodcast

Marra CX Hub:

https://marracxhub.com/

Samanda Morales Contact Links:

https://wellfin360.com/

https://www.linkedin.com/in/samanda-morales-afc%C2%AE-cpfwc-cfei-91579030/

6 episodi