Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko
January 15, 2020
Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age.
Listen in as Leighann opens up about how she got to where she is today, including how the meaningful relationships she has formed over the years have helped her to remain transparent and authentic. You'll learn how she found her niche, what she credits with changing the way she looks at money, and how we can keep the industry moving in the right direction.
Listen to the Full Interview:
Want more from XYPN Radio? Become a VIP to access our private community!
What You'll Learn from This Episode:
- An overview of Leighann’s career.
- How she found her niche.
- The course that changed the way she looks at money.
- How she relates to her clients.
- Where the industry is heading.
- How Leighann was able to pay off her credit card debt.
- Why community is so important to her.
Featured on the Show:
- Leighann Miko: Website | LinkedIn| Twitter
- George Kinder
This Episode is Sponsored By:
XY Planning Network's annual Benchmarking Study is out! Are you curious about the average number of clients XYPN members get in their first year? Or, how successful niches really are? To answer these burning questions (and more), we enlisted a professional research firm to complete our annual Benchmarking Study. Get your copy hot off the press and discover vital statistics such as the median advisor revenue by years in practice and sources of firm growth—from referrals to blogging, social media, and more!
Share
- Financial Planning (197)
- Advisors (172)
- Financial Education (138)
- Fee-only advisor (136)
- Financial Planners (135)
- Millennials (116)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Financial Advisors (88)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Entrepreneurship (77)
- Business Development (57)
- Niche (53)
- Advisor Success (49)
- Building Your Firm (45)
- RIA (44)
- Growth (34)
- Career Changers (31)
- Networking & Community (30)
- Starting a Firm (28)
- Staffing & HR (27)
- Family (23)
- Launching a firm (23)
- Social Responsibility (22)
- Compliance (21)
- Financial Plan (21)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Taxes (14)
- First Year (13)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Scaling (12)
- Tech Stack (12)
- Communication (11)
- Women (10)
- Family Business (9)
- Preparing to Launch (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- Preparing to Launch (7)
- RIA Owner (7)
- Work Life Balance (7)
Get episode alerts by email
You May Also Like
These Related Episodes