Unlocking Resources and Creating Great Opportunities with Meghan Hyland
Meghan Hyland, CFP®, is passionate about empowering others to grow their confidence and knowledge, whether she is helping her clients, colleagues or girls from developing countries through her work with the non-profit SHE-CAN. She says the key to the success she has achieved professionally and personally is full, disciplined commitment. When you hear her story, you’ll also see that her patience to learn and develop relationships built on trust, as well as not being overly concerned about her own ego, are important ingredients too. Her first couple of years in the industry were spent in an apprentice role to one of the partners at WestHill Financial Advisors. She shares how the firm’s fixed focus on client experience and value has led them to be trusted partners clients can rely on, not just for investment management but for advice and resources in making life decisions.
Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.