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Stride 2 Freedom Speaker Series: The Role of a Financial Advisor for Small Business Owners

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In this episode of Stride 2 Freedom, we had a chance to talk to Kelly Keydel of Private Ocean. What I love about Kelly is her thirst for learning. Her curiosity is unapologetic, following all kinds of nooks and crannies into your life; only once that learning is exhausted will she propose how to solve a problem. So when I invited Kelly to join me for the latest episode of Stride 2 Freedom, I’m sure it wasn’t easy for Kelly to answer my questions and not ask any.

As a Managing Partner and Advisor at Private Ocean, a highly reputable financial management organization, Kelly supports her clients in getting clear on their financial goals and realistic about how to get there. Everyone is unique and the opportunities are vast (the metaphors for “Private Ocean” start to creep in here). Typically Kelly starts executing for clients when they have investable assets of around $2 million.

Kelly is an ally, a guide, and someone who can help navigate while you’re running your business. “It is always a good time to start planning,” says Kelly. Many business owners wait and wait and wait to get their financial health organized but that’s “head in the sand” thinking.

Who should I interview next? Please let me know by clicking here.

 

In this Freedom Speaker Series episode with Kelly Keydel, you will learn:

 

  • What is a financial advisor and what you should expect from one
  • The importance of separating fact from emotion
  • Why starting a conversation with a financial advisor early is “free advice”
  • How Private Ocean is guiding its clients during this time of uncertainty

Listen Now
 

Show Notes and Links From Episode:
Private Ocean Website

We are fortunate to have Kelly available to spend time with us on this edition of Stride 2 Freedom. If there is a speaker you’d like us to interview, click here and let us know. Stay well. Stay safe. Stay healthy.

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