Podcast appearances and mentions of kate holmes

Start your day with Morning Tea, your weekday hit of bold celeb names, pop culture drama and internet chaos, all in the time it takes to drink your morning coffee (or tea!). Today: There’s been a major change to Kate Middleton’s royal inner circle, and it’s got people talking Olivia Munn has shared a deeply personal update about her mum’s health. One celebrity quietly liked a post about her very famous ex… and fans have definitely noticed. Plus And Just Like That has dropped a new episode with a plot hole so big it's hard to believe it made it to air. Support independent women's media Host: Claire MurphyExecutive Producer: Monisha Iswaran WANT MORE CELEB NEWS? Catch up on this week's episodes of Morning Tea: CELEB NEWS DAILY: Andrew Garfield’s Hard Launch, A Bieber Love Bomb & Hollywood’s Box Office QueenCELEB NEWS DAILY: Mel B Ties The Knot, A F*cking Iconic Backstage Proposal & Katy & Orlando's Reunion And get up to date on The Spill right here: We Need To Address Charlize Theron's Sex Confession & And A New Nepo Baby CoupleThe TV Opinion We Were Too Scared To Share Mamamia studios are styled with furniture from Fenton and Fenton. Visit: fentonandfenton.com.auBecome a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

From a Norwich workhouse to performing as "The American Voltigeur" - Pablo Fanque, or William Darby as he was born, was a star of 1830s circus in Britain. Nearly a hundred years later one of the names topping the bill was Lillian Leitzel. Kate Holmes is also an aerial performer and she shares her research into female aerialists with John Woolf, author of Black Victorians. Plus the presenter Shahidha Bari is also joined by New Generation Thinker Naomi Paxton who compares researching early music hall and pantomime performers with the experience of taking part in a professional panto and by novelist Lianne Dillsworth whose novel Theatre of Marvels imagines a Black British actress who performs at Crillick's Theatre as the "Great Amazonia". Producer: Sofie Vilcins Black Victorians: Hidden in History by John Woolf and Keshia N Abraham is out now. John Woolf has also published The Wonders: : Lifting the Curtain on the Freak Show, Circus and Victorian Age Naomi Paxton made a Sunday Feature for Radio 3 about suffragette theatre and Punch and Judy https://www.bbc.co.uk/programmes/m0008qdl She is now playing the baddie, Queen Rat in Dick Whittington at The Theatre Chipping Norton Lianne Dillsworth's Theatre of Marvels is out now. You can find more programmes on Free Thinking about Victorian life Oskar Jensen and Fern Riddell are amongst Matthew Sweet's guests in a conversation about Victorian Streets https://www.bbc.co.uk/programmes/m0017v2s Kathryn Hughes talks Victorian Bodies and George Eliot https://www.bbc.co.uk/programmes/b088jl64 How the Victorians tried to make us sound the same looks at ideas about accents and reading https://www.bbc.co.uk/programmes/m001fng4 Matthew Sweet looks at the career of impresario Philip Astley and 250 years of the circus https://www.bbc.co.uk/programmes/b09k8gyw How we talk about sex and female bodies, including Saartje Baartman https://www.bbc.co.uk/programmes/m000f5n6 Swing High short documentary film was directed by Jack Cummings, and was produced by Metro Goldwyn Mayer in 1932.

Today we invite Katie Braden In The Suite! At the time of this recording, Katie was going by Kate Holmes, but now, she's taken on her husband's last name and going to back to her full name. Katie Braden, CFP®You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking financial planners and advisors who want to easily and authentically grow with video. She also co-hosts the Video Creation Masterclass, a three-month course for financial advisors that'll help them increase their comfort and confidence on camera. Katie describes herself as a passionate advocate for propelling the global financial planning profession forward and she's had the pleasure of working with financial services professionals in over 35 countries and territories.She's also the host of The Innovating Advice Show, available on all major podcast outlets. Katie is a firm believer in innovating and adapting continuously on a professional and personal level. She's made many of her own life decisions by asking the question 'why not?'. Love that. There's no doubt that today's episode will highly inspire you to ask Why Not. Katie's spontaneous approach to life and attitude toward a growth mindset will only push you to think and do things outside the box In The Suite. 04:00 Where do advisors need to innovate the most? 06:29 How did Kate get into the industry? 10:30 Congrats on 100 episodes of the podcast! 16:15 Congrats on your pilot certification!18:56 The best way to build our confidence 23:40 About her video masterclass  34:38 The challenges that women face 39:00 About Sega Network41:00 The Formation of a Global Society42:45 Upcoming conferences44:00 How to build trust in a brand? 47:50 The secret to Kate's smiling face.50:00 How to contact Kate? 51:39 Kate's Book recommendationResources Katie Braden, CFP® LinkedIn Katie Braden, CFP® TwitterInnovating Advice WebsiteKatie's Video Creation 3-Month MasterclassBob Veres Insider's Forum  

Kate Holmes visits one of our partner archives, the University of Bristol Theatre Collection. She talks to its Director Jo Elsworth, Archive Assistant Athene Bain and Catherine Hindson, who uses the collection in teaching and research within the Theatre Department. We discuss how their eclectic resources reveal how engaged nineteenth century audiences were and the archive as an inspirational place. For more, including how to visit, see: https://www.bristol.ac.uk/theatrecollection People, Plays, Places mentioned in this podcast:Professor: Glynne WickhamObject: Bristol Old Vic ‘Cannonball' CounterweightFan Culture: Tinsel PrintsActor/Manager: Herbert Beerbohm TreeActor/Manager: Henry IrvingPlay: Davis, Leopold Davis (1871) The BellsTheatre: Bristol Old Vic TheatreObject: Artful Dodger Costume, Eric Jones Evans CollectionPlay: Potter, Paul M (1895) TrilbyObject: Lillian Baylis' desk (Theatre Producer & Manager)Social Reformer & Manager: Emma Cons, London Old Vic Suffrage Campaigner, Theatre Director & Costumier: Edith CraigPerformer: Maud Beerbohm TreeMajor Collection: Mander & Mitchenson Collection Want to find out more after this podcast? Here's our pick of free online resources. Hosted on Acast. See acast.com/privacy for more information.

Kate Holmes and Kate Newey talk to Phil Wickham, Curator of the Bill Douglas Cinema Museum. Phil discusses how varied the museum's nineteenth century holdings are and what they reveal about everyday audience-going.For more on the Bill Douglas Cinema Museum, including how to visit, see: https://www.bdcmuseum.org.uk People and Entertainments named in this podcast:Filmmaker: Bill Douglas Entertainment: Magic lanterns Entertainment: Nineteenth-Century Panorama Entertainment: Diorama PaintingsEntertainment: Peep (or Raree) Show Performer: Albert SmithOur YouTube Channel YouTube video on PlaybillsYouTube video on Music Hall Celebrity Postcards Entertainment: PraxinoscopeTheatre PraxinoscopeFilm: Douglas, Bill (1986) ComradesEntertainment: Shadow Puppet ShowsEntertainment: Thaumotrope YouTube video of Vampire Peep Show created as part of this project by Tony LidingtonBook: Della Porta, Giovanni Batista (1658) Natural Magick Hosted on Acast. See acast.com/privacy for more information.

Kate Newey and Kate Holmes talk about moving bodies, equipment assisting movement and why we should care about silent moving bodies. They touch upon gendered ideas, costume, risk and how elite ballet developed from the popular entertainment of pantomime.Entertainments, performers, movements & incidents: Entertainment: Pleasure Gardens (including Cremorne & Vauxhall)Entertainment: Music HallEntertainment: Concert DanceEntertainment: Ballet. For more on differences between romantic & classical see: https://www.blackpoolgrand.co.uk/different-types-balletEntertainment: Nineteenth Century Burlesque – this doesn't have the same meaning as today. For more see: https://en.wikipedia.org/wiki/Victorian_burlesqueAerialist: Jules LéotardPhysical Culture Movement: Muscular ChristianityAerialist: Mademoiselle AzellaBallet: Adam, Adolphe (1841) Giselle, ou les WilisTrain accident: 1918 Hagenbeck Wallace train wreckStage technology: trap doors. See this video for nineteenth century traps still working at the Gaiety on the Isle of Man.Want to find out more after this podcast? Here's our pick of free online resources.Music: Ambient piano & strings by ZakharValahaa. Hosted on Acast. See acast.com/privacy for more information.

There are so many things in life that deplete our energy. Being able to say no to certain things means being able to say yes to yourself. On today's episode, we talk about the power of saying no with CFP and founder of Innovating Advice, Kate Holmes. Growing up in Seattle and attaining her photography degree from the University of Australia, her path into financial planning was unique. Yet, she has seen the struggle many advisors, including herself, have gone through to reach balance. She is now learning to prioritize herself and helping advisors around the globe do the same.  This is a giving profession. We tend to think we have to say yes to everything. But what would you gain in time and balance if you started saying no? If it isn't a "Heck Yes!" it should be a "Heck No." In 2013, Kate started her virtual retirement business. No longer would she allow her business and profession to dictate her lifestyle and passion for adventure. To her, balance means doing a maximum of three things a day, personally and professionally. Health became an important passion of hers as our bodies have a limit.  Today, she is working on a global scale to connect advisors and change the mentality and culture of the financial profession. The more we work, the more work piles on! She wants to move the profession forward and has worked with advisors from over 35 countries as she teaches them to be examples for their clients. Join us today as we discuss her journey to find balance!  What we discuss today:  Kate's background and her journey to find balance  Innovating Advice, a forward-thinking program for advisors  The power of saying "No."  The global financial industry Health, stress, and balance How we can be examples for our clients   TIMESTAMPS 1:24 – Kate Holmes background 3:07 – What does balance mean to Kate? 6:56 – Why did she start her journey? 10:15 – The perks of saying no 14:41 – What struggles do advisors face? 19:16 – Running a business 22:06 – How Kate is helping advisors 25:33 – Advice she has for others 30:35 – How to connect with Kate   RESOURCES Read more about Innovating Advice Email: travis@travisparry.com Get Travis' newest book!

No matter how well you plan ahead…life happens. Can your financial management keep up? In this episode, Kate Holmes, Founder and CEO of Innovating Advice, shares why financial planning should adapt to life—not the other way around. Why financial plans need to keep up with life — and why that takes a holistic approach How Kate built a financial planning business that adapts to her life The power of video for business communication Show Notes: https://www.linkedin.com/in/kateaholmes/ https://www.innovatingadvice.com/ https://www.linkedin.com/company/iacommunity/  https://www.innovatingadvice.com/masterclass

Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it's important that you keep an open mind about these changes. On this Elementality podcast, Kate Holmes, a CFP® Women's Initiative council member, is Reese's special guest. Kate talks about her role on the council, about the industry's global growth, and then offers her insights about how to think about pricing as you establish your value with clients.

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.

Want to attract more of your ideal clients? Kate Holmes, CFP® and founder of Innovating Advice joins the podcast this week to provide her insight on how being your authentic self in your marketing can help you grow your firm. Kate and Mike also discuss how to get started with video and podcasts, tips to create a website that stands out, and why it’s not too late to make necessary changes to modernize your brand and firm.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  

This week, Kate Holmes drops in to discuss Howl’s Moving Castle. Howl’s Moving Castle IMDb - https://www.imdb.com/title/tt0347149/ “Sorry, it looks like you’re involved.” - Howl Conversation starts at 11m 17s. To leave a voice message for the podcast, please call 940-274-6449. Important Links Website link: www.yhstmp.wordpress.com Podcast Host (Anchor) website link: www.anchor.fm/yhstmp1 Facebook business page link: www.facebook.com/You-Havent-Seen-That-Movie-Podcast-117578276757227 Facebook private group link: www.facebook.com/groups/2387697091525799/ Instagram page link: www.instagram.com/yhstmpodcast/ You Haven’t Seen That! Movie Podcast Patreon: https://www.patreon.com/yhstmp

Episode 69 - Finding Financial Planners with Kate Holmes How do you go about finding a financial advisor to help you with financial wellbeing? We have a great chat with Kate Holmes for you in this episode. Kate is a big advocate of financial planning and helps advisors in America to deliver financial planning rather [...]

The Positions singer is off the market after her BF Dalton Gomez popped the question, RHOBH star Erika claims hubby Tom Girardi cheated, Leah Remini says Tom Cruise outbursts are a publicity stunt and Katie Holmes goes IG official with boyfriend. Plus, Lauren Speed-Hamilton and Cameron Hamilton talk life after Love Is Blind, The Masked Dancer panelist Paula Abdul reveals if she'll resume her Vegas residency, Nate Berkus and Jeremiah Brent share favorite cocktail recipe and holiday tips, Sherri Shepherd dishes hilarious thoughts on 2020 and more.

Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year. EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/ Innovating Advice Website: https://www.innovatingadvice.com/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In episode four of Not My Monkeys we delve into the circus’s not so accurate facts! Ruby and Rosie look at some misconceptions that come with the job of working in circus, Ruby interviews circus historian Kate Holmes regarding the fact and fiction of circus history, then a fun game of Circus Fact or Fiction?! A jam packed episode and one of the best Not My Monkeys so far!

In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.

In this episode, our Director and Head of Innovation Rohan spoke to Kate Holmes of Innovating Advice over in Las Vegas. They talked about: Kate's career so far, growing up in Seattle, her degree

The Grammy-winning singer reveals to James Cordon the secret to her 10-year marriage to Swizz Beatz, Kanye West declares he can help Taylor Swift get her music masters back from Scooter Braun, Kate Holmes packs on the PDA with 34-year-old boyfriend, Jessie James Decker talks kids, new music & cookbook.

No episódio de hoje, nossa mindblower Laura Cechinel vem conversar comigo sobre um tópico que parece ser só o início de uma jornada de episódios sobre o tema, já que há tanto para explorar e tão pouco tempo e só duas experiências. Falar sobre aceitação de si e do outro em um mundo em que nossa autoestima é bombardeada de todo tipo de cobrança e imposição da sociedade é um desafio que vai ser lançado hoje. Sigam-nos nas redes sociais Instagram @minhassimplesideias e @iamalinecamargo e twitter @inecamargo, além disso temos a fanpage Minhas Simples Ideias no Facebook. @cechinellaura pediu uma observação quanto ao nome de uma das pessoas citadas durante nossa conversa. Kate Moss e não Kate Holmes, como foi falado. Espero que possamos discutir muito sobre amor próprio, rituais de autocuidado e também sobre o papel de mudança da sociedade em questões como representatividade e quebra de paradigmas. --- Support this podcast: https://anchor.fm/aline26/support

In this episode, I talk to Kate Holmes from the United States.Kate has an inspiring story and she is on a mission.In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council.We talk about:Kate's origin storyIs there really a link between financial planning and financial coaching or is it two diverging pathsAll the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her momHow she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)The problem with holistic financial planningBeing virtual, employing automation and technology, being lean, and keeping record in a virtual environmentKate's time at the Financial Planning Standards BoardHer new podcast, Innovating Advice, the only globally-focused show for financial advisers and financial plannersThe future of financial planning in the next 5 to 10 years according to KateLinks related to the episode:Connect with Kate on LinkedInInnovating Advice podcast website4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):Episode 1: IA001 Australia with Clayton Daniel of XY AdviserEpisode 6: IA006 Africa with Rufaro MuchekaEpisode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary ListEpisode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara HarveyCheck out "Virtual Coffee with Francois" on YouTube.

Thank you to the many listeners that have reached out wanting to learn more about my story and specific approach. As more listeners have reached out I thought it would be valuable to answer the eight most common questions I receive. So in this episode with me, myself and I, I'm sharing more about how I built Belmore Financial back in 2013; the fee model; how I worked with clients; technology I used and how clients found me. I also share my top advice for financial planners, where I see the profession going and what I'm building at Innovating Advice. Links and show notes at https://www.innovatingadvice.com/post/episode40..  Connect with Kate on LinkedIn. 

It's another podcasting crossover-sode! Scott Kraus of SCOTTCast joins us to discuss the logistics of the Podcasting Monarchy, and helps Michael balance being the "daddy" of the world. Then, April "Ape" Terry is a fifth-generation Greeting Card creator, and she is not the best at it. Also, Basement Dweller/Shadow Person Blake Blunders returns to the show to discuss the shortage of souls due to the quarantine. Finally, we catch up with celebrities during the quarantine, including reciting Dolly Parton's COVID-19 poem. Credits: Scott Kraus, Kate Holmes, Lauren Duprey Find MDVH on Facebook: https://www.facebook.com/michaeldupreyvh/ Twitter: https://twitter.com/MichaelDupreyVH The Michael Duprey Variety Hour is a member of the Planet Ant Podcast Network: Find Planet Ant Podcasts on Facebook: https://www.facebook.com/PlanetAntPodcasts/ Twitter: https://twitter.com/PlanetAntPods Or at the website: https://planetantpodcasts.com/ Intro Theme: “Don't Weigh Me Down” by Broadcast 2000 This podcast is powered by Pinecast.

We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning looks like worldwide.

We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning looks like worldwide.

In this Episode, Kye and Kelly are joined by international speaker, host of Innovative Advice Podcast and global advocate for financial planning, Kate Holmes from Nevada, USA. Learn about her unique philosophy of 'Why Not' , what it is and where it can take you in this inspiring and entertaining podcast.

Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice. Innovating Advice Website: https://innovatingadvice.com/ Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

We kickoff the podcast with The Townsend-Smith Foundations founder and director of development, Janet Townsend and Kate Holmes. They discuss how important the community and a good business plan is to building a successful nonprofit. Learn More About the Townsend Smith Foundation https://www.townsend-smith.ca/ Song Used: “Take Me Higher” by Jahzzar From the Free Music Archive, CC

Have you heard of the Enneagram system? It is one of the most comprehensive and complex self-development tools available and it can have a huge benefit to you understanding your own motivations, your pain points and worldviews and how you can use this self-awareness to relate better to yourself and others. Ché did her own personal testing with Kate who is a life coach accredited to work with the Enneagram system and we share some of the basic principles and concepts of the number system that makes up The Enneagram structure on the show - can you figure out your own type?   Kate’s contact: knh.holmes@gmail.com The Enneagram guide:   Find Anna:http://annamarsh.co.uk/ Instagram: https://www.instagram.com/anna_marsh_nutrition/ Facebook: https://www.facebook.com/annamarshnutrition/   Find Ché: https://www.chedyer.com/ Instagram: https://www.instagram.com/indieyogalife/ Facebook: https://www.facebook.com/chedyeryoga/

MDVH has finally reached 100 episodes! To celebrate, we went live at Ant Hall in Hamtramck and feature a litany of friends, new and old! Co-hosted by Blake the Intern, we meet with Greek Matchmaker Helen Sokaris, pick the brain of Stream of Consciousness Poet Sam Seraphim, reconnect with Famous Actor Marlon Brando, and enjoy music from the rock band Fizzbang! Also featuring appearances by Giuseppite Cricket and, of course, Dinah Jones! Credits: Blake the Intern, Kate Holmes, Ray Duprey, Charlie Matt, Nick Boulahanis, Andy Reid, Halina Matt, Michael Padlo, Jon Hiatt, Gerald Leonard, Micky Leonard, Mitch Haba, Lauren Duprey Find Fizzbang online: Facebook: https://www.facebook.com/fizzbangband/ Bandcamp: https://fizzbang.bandcamp.com/ Find MDVH on Facebook: https://www.facebook.com/michaeldupreyvh/ Twitter: https://twitter.com/MichaelDupreyVH The Michael Duprey Variety Hour is a member of the Planet Ant Podcast Network: Find Planet Ant Podcasts on Facebook: https://www.facebook.com/PlanetAntPodcasts/ Twitter: https://twitter.com/PlanetAntPods Or at the website: https://planetantpodcasts.com/ Intro Theme: “Don't Weigh Me Down” by Broadcast 2000 This podcast is powered by Pinecast.

The organizers of the Detroit Women of Comedy Festival Audra Jantz and Kate Holmes join us on the show to discuss their own comedy journeys and how the festival came to be. And then, later on, Pageant Mother and Daughter Debbielynn and Mc'Kayleighlinn Thatch join us on the show to discuss the wild world of pageantryCredits: Audra Jantz, Kate HolmesFind MDVH on Facebook: https://www.facebook.com/michaeldupreyvh/Twitter: https://twitter.com/MichaelDupreyVHAttributions:“Birds Don't Sing” by TV GirlIntro Theme:“Don't Weigh Me Down” by Broadcast 2000Interlude Song:“Americana Jam” by The Underscore Orkestra

Audra Jantz and Kate Holmes, the Co-Producers of the first Detroit Women of Comedy Festival, talk about how the four-day event came together.

Psych pop musicians Mango Lane join us on the show to discuss their new music, being listed in the Best Music of 2017 by Metro Times, and how they cool off when they hit writer's block. And then, Sophie Good the Self-Taught Medium leads us through a seance! Blake the Intern co-hosts.Credits: Jack Engwall, Austin Carpenter, Kate Holmes, Blake the InternFind MDVH on Facebook: https://www.facebook.com/michaeldupreyvh/Twitter: https://twitter.com/MichaelDupreyVHAttributions:“Sex” by Mango Lane“Elaborate” by Mango Lane“Anything” by Mango LaneIntro Theme:“Don't Weigh Me Down” by Broadcast 2000Interlude Song:“Americana Jam” by The Underscore Orkestra

Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us to talk about how she has built her advice business without any product advice.

I spoke with a panel of industry leaders in a virtual roundtable about where the legal field is headed and asked for their advice on navigating prospective 2017 challenges. The participants include: Laura Broomell, COO of Greene Espel, and president of the Association of Legal Administrators; Ray English, Assistant Dean for the Office of Career and Employment Services at Sandra Day O'Connor College of Law at Arizona State University; Jordan Furlong, principal, Law21; Tony Gomes, SVP and General Counsel, Citrix Systems; Bill Henderson, Professor of Law, Indiana University Maurer School of Law; Kate Holmes, managing director, FTI Technology; and, Joshua Rothman, partner, Fitzpatrick, Cella, Harper & Scinto. From cybersecurity and global policy uncertainty to changes in the selection of outside counsel and career services aligning with admissions, descriptions of a destabilizing market were tempered with a recognition of the opportunities ahead.

I spoke with a panel of industry leaders in a virtual roundtable about where the legal field is headed and asked for their advice on navigating prospective 2017 challenges. The participants include: Laura Broomell, COO of Greene Espel, and president of the Association of Legal Administrators; Ray English, Assistant Dean for the Office of Career and Employment Services at Sandra Day O’Connor College of Law at Arizona State University; Jordan Furlong, principal, Law21; Tony Gomes, SVP and General Counsel, Citrix Systems; Bill Henderson, Professor of Law, Indiana University Maurer School of Law; Kate Holmes, managing director, FTI Technology; and, Joshua Rothman, partner, Fitzpatrick, Cella, Harper & Scinto. From cybersecurity and global policy uncertainty to changes in the selection of outside counsel and career services aligning with admissions, descriptions of a destabilizing market were tempered with a recognition of the opportunities ahead.

I spoke with a panel of industry leaders in a virtual roundtable about where the legal field is headed and asked for their advice on navigating prospective 2017 challenges. The participants include: Laura Broomell, COO of Greene Espel, and president of the Association of Legal Administrators; Ray English, Assistant Dean for the Office of Career and Employment Services at Sandra Day O’Connor College of Law at Arizona State University; Jordan Furlong, principal, Law21; Tony Gomes, SVP and General Counsel, Citrix Systems; Bill Henderson, Professor of Law, Indiana University Maurer School of Law; Kate Holmes, managing director, FTI Technology; and, Joshua Rothman, partner, Fitzpatrick, Cella, Harper & Scinto. From cybersecurity and global policy uncertainty to changes in the selection of outside counsel and career services aligning with admissions, descriptions of a destabilizing market were tempered with a recognition of the opportunities ahead.

I spoke with a panel of industry leaders in a virtual roundtable about where the legal field is headed and asked for their advice on navigating prospective 2017 challenges. The participants include: Laura Broomell, COO of Greene Espel, and president of the Association of Legal Administrators; Ray English, Assistant Dean for the Office of Career and Employment Services at Sandra Day O’Connor College of Law at Arizona State University; Jordan Furlong, principal, Law21; Tony Gomes, SVP and General Counsel, Citrix Systems; Bill Henderson, Professor of Law, Indiana University Maurer School of Law; Kate Holmes, managing director, FTI Technology; and, Joshua Rothman, partner, Fitzpatrick, Cella, Harper & Scinto. From cybersecurity and global policy uncertainty to changes in the selection of outside counsel and career services aligning with admissions, descriptions of a destabilizing market were tempered with a recognition of the opportunities ahead.

I spoke with a panel of industry leaders in a virtual roundtable about where the legal field is headed and asked for their advice on navigating prospective 2017 challenges. The participants include: Laura Broomell, COO of Greene Espel, and president of the Association of Legal Administrators; Ray English, Assistant Dean for the Office of Career and Employment Services at Sandra Day O’Connor College of Law at Arizona State University; Jordan Furlong, principal, Law21; Tony Gomes, SVP and General Counsel, Citrix Systems; Bill Henderson, Professor of Law, Indiana University Maurer School of Law; Kate Holmes, managing director, FTI Technology; and, Joshua Rothman, partner, Fitzpatrick, Cella, Harper & Scinto. From cybersecurity and global policy uncertainty to changes in the selection of outside counsel and career services aligning with admissions, descriptions of a destabilizing market were tempered with a recognition of the opportunities ahead.

Kate Holmes, CFP is the founder of Belmore Financial, a location independent financial advising practice. Kate launched Belmore Financial to help people with their particular financial questions, not to push asset management or sell products–she doesn't even do that. Her goal with Belmore was to ensure there were no conflicts-of-interest so she can focus on providing top quality advice and education. In this episode, we go through the financial end-of-year checklist that Kate takes her clients through in preparing for the new year. From updating beneficiaries to making sure your credit is in check, it's all in this episode. Get the checklist in the show notes.

Kate Holmes loves to travel. She's traveled to every corner of the globe, and taken her practice with her. This episode shares how Kate manages her practice while she travels with a world wide network of clients.

This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of Read more › The post MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes appeared first on Money Tree Investing Podcast.