Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick


Manage episode 303926863 series 2991025
Player FM과 저희 커뮤니티의 Donna Kendrick 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

We are excited to introduce Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances.

She works with divorcees, widows and widowers, career changers, and anyone else facing major life changes. With her new podcast, she is hoping to spread knowledge about financial stability and independence. Today, we will learn a bit about Donna, her business, and her approach as a holistic financial advisor.

READ AND LEARN MORE: https://sephtonfinancial.com/2021/10/ep-1-introducing-widow-wisdom-wealth-with-donna-kendrick/


0:52 – Introducing Donna

1:37 – About the title of the podcast

3:43 – What does it mean to be a financial advisor?

5:19 – Background in finance

6:08 – Growing up in Philadelphia

6:42 – What Donna loves about her hometown

8:11 – Living abroad

10:00 – Long distance running

11:33 – About Donna’s business and clients

14:09 – Being a holistic advisor

16:08 – Last thoughts from Donna


Website: https://sephtonfinancial.com/

Schedule A Call: https://calendly.com/donnakendrick

Phone: 215-948-3945

9 에피소드