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Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller
Manage episode 448789639 series 2948641
Innhold levert av Daniel Kopp and CFP. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Daniel Kopp and CFP eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has experienced many positive and negative transitions. She has seen firsthand how those transitions can impact women, widows, and military/veteran families. Together, her military family moved 14 times during their service, and as a result, Stacy was often unemployed or underemployed. She therefore recognizes how important it is for women, especially, to feel confident in their own future financial security.
We chat about her exposure to personal finance as her family CFO holding down the fort during her husband’s long and varied military career. Like most military spouses, Stacy found a way to make it all work and built up an incredible skillset during those years across her varied experiences.
Stacy shares how her initial experiences with financial advisors made her wary of going down that career path before a colleague finally convinced her to join an RIA. While it was a great training ground and opportunity to do lots of things, she felt the pull of real financial planning for families and individuals that was different than the institutional money management that prior firm did.
So, Stacy took the leap into launching her own firm earlier this year and we catch her at the 6 month point where she is fresh in the trenches of marketing and working to get those first 10 clients. I love how she shares about the real reasons why she had to do this for herself and how work and identity plays such a key role for her in this decision. Lastly, she shares some really interesting advice she gives to fellow military spouses also exploring careers in this profession.
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