
This week, Brenda speaks with Lori Curtiss, a certified financial planner and the founder of A Money Maker Mindset, based in Calgary. The two talk about Lori’s childhood in a small farming community in Alberta, the financial challenges of becoming a single mother at 18, and how she learned to be less controlling with her own money later in life. Lori also discusses why choosing to become an advice-only financial advisor was the best move of her career and how she built a thriving practice despite a strong dislike of networking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Coming soon: Season four of Behind the Advice

From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor

What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification

Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
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