May242021
Episode 18: Margaritas with Marguerita — Meet Kate Holmes, founder, Innovating Advice
A Note from Marguerita Cheng, CFP® Pro — Check out today’s special episode of my radio show, Margaritas with Marguerita, where women learn how to improve their knowledge of money matters to gain financial security.
Tonight’s guest: Kate Holmes, CFP®, founder of Innovating Advice
About Kate: Kate is the energetic and passionate founder of Innovating Advice, which provides coaching, consulting, and community for forward-thinking financial advisors and financial planners. She also co-hosts the Video Creation Masterclass for financial advisors.
As an advocate for propelling the global financial planning profession forward, Kate has had the pleasure of speaking, consulting, and working with financial services professionals in over 35 countries and territories.
She is the host of the first globally focused podcast, The Innovating Advice Show, and, having worked virtually throughout her 15-year career, she can often be found traveling the world with her pilot husband or enjoying the sunshine at home in Southwest Florida.
About Margaritas with Marguerita: Every Friday evening at 5pm EST we invite you to start the weekend off right with 15 minutes of financial tips by Rita Cheng, CFP® Pro — a certified financial planner on a mission to help all women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” this show is also part of a webinar series that Rita will be teaching through www.InkandescentWomen.com.
Learn more: Be sure to tune in this Friday — and look for previous episodes on www.MargueritaCheng.tv and www.MargueritaChengRadio.com.
Thank you! — Rita, www.MargueritaCheng.com
