Tag: The BamCam Podcast
Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

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Join Alison and her husband Adrian as they share how their quarterly Money Date has helped them establish financial objectives, improve their communication, and plan for a future as a family.

They review the goals they discussed during their date including intentional spending, learning the difference between wants and needs, and how to stay focused on your goals and not compare yourself to those on social media.

Gain insight from Mr. and Mrs. Castellano as they discuss:

  • The purpose of a Money Date and how it can improve your financial intimacy
  • Why it’s important to provide praise and gratitude to your partner for their achievements
  • How a Money Date can make the topic of finances fun for couples
  • The value of gifting experiences rather than material items
  • Their plans and intentions for future money dates 
  • And more

Resources:

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FEATURE - 2024
Is This Advisor Right For You? (Ep. 2)

Is This Advisor Right For You? (Ep. 2)

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Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?

In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.

Jack and Alison discuss: 

  • How the difference in generations impact their financial strategies and needs
  • Why accountability is important for the younger generation of clientele
  • The importance of consistent communication with advisors when life throws a curveball
  • How the Iter Financial Wellness subscription model works
  • How advisor-client contact changed with the later generations
  • And more

Connect with Jack Burnette:

Connect with Alison Castellano:

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