Nov 16, 2020
In this episode, Steve talks with Georgia Lee Hussey of Modernist Financial in Portland, Oregon. Georgia founded Modernist Financial five years ago after becoming a CFP and transitioning from a career in the arts.
Prior to her work as a financial planner, Georgia was a sculptor, writer, and performance artist. After a decade as a professional artist, she realized she needed financial stability, but had no clue how to get there. So, she set about educating herself. Along the way, she found that what she really wanted to do was help others take control of their finances, too.
While her training in the arts might not seem like an obvious background for a financial advisor, it was precisely those experiences that lead her to the financial industry and gave her unique insight into the people she wanted to serve.
Georgia talks with Steve about how financial advice has evolved, and how clients want to be engaged. She also discusses her role as a holistic planner, and how she creates purpose and meaning in her work.
”Where I see an opportunity for change and growth in the industry is to get out of this space where we preordain the results that we think are successful, and rather help people navigate forward into what is right for them.” ~ @Georgia Hussey
Main Takeaways
- Building wealth can seem impossible. But if you break it down and learn the skills, it’s very achievable.
- It’s important to be an accountability partner to your clients, reminding them that there are real things they want to accomplish.
- If possible, educate couples at the same time so they are using the same language and knowledge to make decisions for their family.
- Having clients write down their plans or desires on paper gets them thinking about their money in a different way.