Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they’ve made throughout a trying year.
EDITORS NOTE: The children’s book mentioned is the “Financial Confidence for Kids” Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina
Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/
Innovating Advice Website: https://www.innovatingadvice.com/
This episode is proudly sponsored by HUB24
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