Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry.

“If you want it, work for it and save your pennies – I learned at a very early age that if I wanted something, I could work and earn it,” she says.

Heidi had a passion for financial planning, but it was the entrepreneurial spirit she learned in her childhood that drove her to success. Through hard work, she built a successful financial planning firm and sought out mentors to help her continue to grow.

With her own philosophy of giving and the ripple effect, Heidi was able to create a successful, team-oriented practice that puts clients first. She knows that freedom comes through hard work and is thankful to have the opportunity to do what she loves every day.

In this episode, you will learn:

  • How Heidi’s experience as an entrepreneur informs her approach to financial planning.
  • The demands for team members to become financial planners in Heidi’s firm.
  • How Malcolm Gladwell’s writing inspires Heidi in her professional career.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

How Carson Coaching Helped One Financial Advisor Build the Blueprint for Success 

By: Cory Gilinsky
Joel Worsfold sought out coaching for financial advisors because he was looking for help breaking through his growth ceiling. But an early interaction with his Executive Business Coach after …
Blog

Greg Opitz: EQ in Financial Planning

By: Ana Trujillo Limon
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …
Blog

Excell 2024: Get to Know Mainstage Speaker Harris III

By: Carson Group
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage …
Blog

Dr. Ana María López Caldwell: Empower Your Career with Authenticity

By: Ana Trujillo Limon
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …
1 2 3 144