#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists
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Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family's experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of tax strategy and IRMAA. Learn her approach to educating clients and fostering long-term financial security.
In this episode, Chris and Maggie discuss:
1- The Journey from Teaching to Financial Services
2- Transitioning to the RIA Space
3- Educating Clients: The Key to Success
4- Tax Strategies and IRMAA
LinkedIn: https://www.linkedin.com/in/maggie-koosa-cepa-94932415
Company LinkedIn: https://www.linkedin.com/company/the-alchemists-your-wealth-concierge/
Website: https://www.youralchemist.com/
Instagram: https://www.instagram.com/maggiekoosa/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Ultra High Net Worth Clients with Chris Brodhead
Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!
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