Financial Advisor Success

My guest on today’s podcast has had what I consider one of the most fascinating journeys into the financial services industry. After making several major shifts in her career—which she began as a freelance and professional cellist who played in the Chicago Symphony Orchestra— Sue Stevens founded Stevens Wealth Management, an advisory firm in the Chicago area that serves 150 clients with nearly $350 million in AUM. In this episode, Sue shares how her unique ability to take leaps of faith led to her leadership roles at Morningstar, Vanguard, Arthur Andersen, and now Buckingham Strategic Wealth. Listen in to hear how she navigated multiple career changes, what she did to craft her own dream job description as the owner of an advisory firm, and her advice for tuning in to your own intuition on your path to success. For show notes and more visit: https://www.kitces.com/70