Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family’s experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of tax strategy and IRMAA. Learn her approach to educating clients and fostering long-term financial security.
In this episode, Chris and Maggie discuss:
- The Journey from Teaching to Financial Services
- Transitioning to the RIA Space
- Educating Clients: The Key to Success
- Tax Strategies and IRMAA
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
