Ep 45: Financial Literacy with Karen Altfest

Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Altfest the founder of Altfest Wealth Management joins us. She has focused her career to help women gain financial literacy and independence. She is passionate about teaching her clients and giving them the tools, they need to understand their own financial decisions. We will be discussing financial literacy, events, business development, and more.

More about our guest: https://www.altfest.com/

Key Points: 

2:20 – Karen and Altfest’s Story

7:19 – Fee-based models

8:42 – Client structure

9:45 – Her son’s business development

11:43 – Plans for 2022

15:00 – Webinars

17:52 – Financial literacy

21:10 – Workshops

25:06 – Working with women

27:06 – Relating to someone

28:51 – Managing clients and building trust