Mar 15, 2021
In this episode, Steve talks with Stephanie Mackara of Charleston Investment Advisors in Charleston, South Carolina.
Stephanie’s path to advisory is unique. After starting an investment management firm and moving to South Carolina to escape the Philadelphia winters, Stephanie started looking for people to work with. She called a local advisor and asked him a simple question – do you have a succession plan? The conversation that followed landed Stephanie an ownership stake in his company.
There weren’t many RIAs in Charleston at the time, and Stephanie’s experience has had a big impact, along with a love for serving others and her commitment to community involvement.
Stephanie and Steve discuss how passion helps us manage time and clients, the long-reaching implications of financial socialization, and why growth only happens for the proactive.
“Find a way to channel the things that make you different – for me, it’s often through writing or even speaking at events. But showing people who you are, and how you can help them, and that you really truly care and have empathy for them and what it is they’re trying to accomplish. I think that’s what I’ve learned and that’s just how I run the business today.” ~ Stephanie Mackara