Why it was selected for "CBNation Architects":
In episode IAM875 of the CEO Chat podcast, host Gresham Harkless interviews Cortney Heykoop, a financial advisor and founder of Cloverleaf Wealth Strategies. Cortney is passionate about financial planning for families in Loudoun County, Virginia, with a focus on the special needs market. Her passion for this market grew after adopting a special needs child 14 years ago and experiencing firsthand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues.
In the interview, Cortney talks about the importance of having a trusted advisor when it comes to financial planning, especially for families with special needs. She shares her approach to financial planning for families, which involves understanding their unique needs and goals and creating a personalized plan to help them achieve financial security. Cortney also discusses the challenges of being a financial advisor and the rewards of making a positive impact on the community.
Cortney shares her CEO hacks and nuggets, which include networking and building relationships with other professionals in the industry. She also defines what being a CEO means to her, which involves being a leader, innovator, and problem solver.
Overall, the episode provides valuable insights into the importance of financial planning for families, especially those with special needs, and the role of a trusted advisor in helping them achieve financial security. Cortney's experience and passion for helping families make this episode a must-listen for anyone interested in financial planning or working with families in the special needs market.
Check out one of our favorite CEO Hack’s CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE.
In episode IAM875 of the CEO Chat podcast, host Gresham Harkless interviews Cortney Heykoop, a financial advisor and founder of Cloverleaf Wealth Strategies. Cortney is passionate about financial planning for families in Loudoun County, Virginia, with a focus on the special needs market. Her passion for this market grew after adopting a special needs child 14 years ago and experiencing firsthand the isolation and lack of support parents felt as they struggled with daily challenges and complex issues.
In the interview, Cortney talks about the importance of having a trusted advisor when it comes to financial planning, especially for families with special needs. She shares her approach to financial planning for families, which involves understanding their unique needs and goals and creating a personalized plan to help them achieve financial security. Cortney also discusses the challenges of being a financial advisor and the rewards of making a positive impact on the community.
Cortney shares her CEO hacks and nuggets, which include networking and building relationships with other professionals in the industry. She also defines what being a CEO means to her, which involves being a leader, innovator, and problem solver.
Overall, the episode provides valuable insights into the importance of financial planning for families, especially those with special needs, and the role of a trusted advisor in helping them achieve financial security. Cortney's experience and passion for helping families make this episode a must-listen for anyone interested in financial planning or working with families in the special needs market.
Check out one of our favorite CEO Hack’s CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE.
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Previous Episode: https://iamceo.co/2021/01/04/iam875-advisor-focuses-on-financial-planning-for-families/
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