Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice. Innovating Advice Website: https://innovatingadvice.com/ Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.
Kate Holmes, CFP is the founder of Belmore Financial, a location independent financial advising practice. Kate launched Belmore Financial to help people with their particular financial questions, not to push asset management or sell products–she doesn't even do that. Her goal with Belmore was to ensure there were no conflicts-of-interest so she can focus on providing top quality advice and education. In this episode, we go through the financial end-of-year checklist that Kate takes her clients through in preparing for the new year. From updating beneficiaries to making sure your credit is in check, it's all in this episode. Get the checklist in the show notes.
Kate Holmes loves to travel. She's traveled to every corner of the globe, and taken her practice with her. This episode shares how Kate manages her practice while she travels with a world wide network of clients.
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Creator Details

Birthdate
Aug 30th, 1983
Episode Count
8
Podcast Count
7
Total Airtime
4 hours, 22 minutes
PCID
Podchaser Creator ID logo 196008