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.
Kelly Hoey is the author of Build Your Dream Network (January 2017 / Tarcher Perigee). She has been lauded from Forbes (“1 of 5 Women Changing the World of VC/Entrepreneurship”) to Fast Company (“1 of the 25 Smartest Women On Twitter”) to Business Insider (“1 of the 100 Most Influential Tech Women On Twitter”) and Inc. (1 of “10 Most Well-Connected People in New York City's Startup Scene”). Empowering A Billion Women By 2020 included her on their list of the “100 Most Influential Global Leaders Empowering Women Worldwide”. Not bad for a former corporate lawyer. She’s a limited partner in two emerging tech funds (Laconia Capital Group and Lattice Ventures) and can frequently be found on Twitter @jkhoey.