Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value With Natalie Taylor

Natalie Taylor is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth. While working for a FinTech company, Natalie realized that the way to provide the greatest amount of impact and value to the end consumer is to collect the data, deliver the advice, and filter out the rest.

Listen in as Natalie shares how working for LearnVest inspired her to develop a framework for their financial advisors that focused on providing only the most impactful financial advice to help clients move forward, how she developed a brand voice to help advisors communicate advice to clients more consistently, and the catalyst that led to Natalie ultimately leaving LearnVest and dismantling the advice offering that she had originally built. We also discuss why she switched firms to get more hands-on mentoring and the opportunity to work with higher caliber clients, why it is important for newer and younger advisors to concentrate on getting clear on their values and then filtering their career choices accordingly, and why the key to her success has stemmed from developing her own personal list of six core values that she uses to filter major family and career decisions.

For show notes and more visit: https://www.kitces.com/310