Why Clients Don’t Follow Their Financial Plans (and What to Do About It) with Dr. Brandy Baxter
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In this episode of The Finance Marketing Podcast, Hillary sits down with Dr. Brandy Baxter, an Accredited Financial Counselor (AFC) and owner of Living Abundantly. She encourages individuals and organizations to achieve their full potential through a unique blend of faith, finance, and foresight. She guides clients on their journey to financial freedom, helping them build sustainable cash flow strategies that align with their values.
And through her company Envision 30, she partners with visionary leaders who think from the future, equipping them with the tools and strategies to navigate uncertainty and create a thriving future. She is also the author of "The Three Little Divas: Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away," a fun and engaging book that teaches readers how to achieve their financial goals.
In this conversation, Dr. Baxter explains the unique value that financial coaches and counselors bring to clients, particularly in addressing the emotional and behavioral aspects of financial decision-making that often prevent clients from following through on their financial plans.
Connect with Dr. Brandy:
- LinkedIn: Dr. Brandy Baxter, AFC, FFC
- Instagram: @brandys2cents4u
- Personal Website: BrandyBaxter.com
- Financial Coaching Website: LivingAbundantly.co
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