In this episode of the Business Builders Show, Marty and Kelly talk with Jill Schlesinger, CFP®, the Emmy-nominated and Gracie Award Winning Business Analyst for CBS News and author of The Dumb Things Smart People Do with Their Money: Thirteen Ways to Right Your Financial Wrongs. On TV, her “Jill on Money” podcast and blog, Jill covers the economy, markets, investing and anything else with a dollar sign. During our conversation we discover how a career that started in commodities trading ended up on prime time TV (plus how she “stumbled” into financial planning). Jill shares how the challenge to get clients in the door in a way that didn’t involve cold-calling prospects, resulted in a call-in radio show (and a 50%+ conversion rate). From growing a business on the back of media to the source of bad financial decision-making (spoiler alert! it’s human emotions!), to the f-word (fiduciary) along with the money and peak happiness equation to over-estimating the value of high-priced private colleges and our compulsion to own real-estate, Jill shares all (dropping zingers with humor). You don’t want to miss this or Jill’s five steps to financial success.
J. Kelly Hoey is a problem solver who believes that most professional challenges—whether funding, landing a board position or getting a new job—are solved by tapping into networks.Kelly is a popular speaker on networking, community building and investing issues, especially as they relate to women, and has worked with the IEEE, PGA, Bank of America, Apple and countless others. Follow Kelly on Twitter @jkhoey and on Instagram @jkellyhoey and join the #BYDN community at www.buildyourdreamnetwork.com