In this episode, Glory Gray shares about being a ‘Personal Trainer for Financial Fitness.’ Glory created an independent, client-centered investment advising practice for those who want their own personal advisor, not just another salesperson.
Highlights From This Episode:
- With knowledge comes confidence
- Establishing the goals you are trying to accomplish with your money
- A great opportunity to consider as a career with only 23% of financial advisors in Canada being women
- Building a business that works is about finding the best ways to serve clients, make raving fans and repeat
- As entrepreneurs we naturally think about opportunities within challenges that other people don’t say
Links & Resources From This Episode:
Learn more: https://www.glorygray.com/
Resources: Questions to ask when interviewing a financial advisor
More About Glory Gray
Glory grew up on the east coast of the U.S. After she received her Bachelor of Science degree in Finance, she worked as an Investment Bank Analyst of Fortune 500 companies in Washington, D.C. and Los Angeles, working closely with the treasurers of those companies to help them with their funding and risk management needs.
When she married her Canadian husband, David, they moved to a remote Idaho ranchette and Glory switched gears to entrepreneurship, becoming a Financial Advisor helping individuals instead of corporations. They later moved to Vancouver Island.
After years of working as a Financial Advisor at larger companies, Glory was growing disillusioned with how financial institutions seemed more interested in selling their products than providing personal, professional financial advice to their clients. So, she created Glory Gray Wealth Solutions, an independent, client-centered investment advising practice, serving clients throughout Canada who want their own personal advisor, not just another salesperson.
Glory calls herself a “Personal Trainer for Financial Fitness.” That means, not only does she manage her client’s investments wisely, but much of her time is spent coaching and advising clients to make sure they stay on track towards the goals they’ve set for themselves and save as much on taxes as possible.
Fun fact: Glory comes from an entertainment industry family and toured as a professional hard rock lead singer.
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Val Low is a digital & efficiency expert to entrepreneurs to clear the business clutter and thrive. Through her Focus&Freedom Method many entrepreneurs have experienced more focus, time and freedom.
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