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March 20, 2021 60 min

Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning, an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. 

In this podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in financial services. One of the industry’s most notable female advisors, Cathy has been named to the coveted Investopedia 100 Top Financial Advisors for three years running and is a member of the CNBC Financial Advisor Council, an achievement unto itself.

“I have to tell you, you have to find what’s right for you, what feeds your soul,” said Cathy. 

Armed with the power of knowledge, she also aims to demystify many of the financial planning topics that specifically impact women through many initiatives, the first being her own podcast called Financial Finesse, which can be found on Apple Podcasts, Spotify, and Google Podcast, and in video format on YouTube.

Join the conversation to hear about:

  • A warm welcome to Cathy (05:10)
  • Branding, spaghetti sauce, timing, and luck (08:20)
  • How Cathy dove headfirst into social media (10:35)
  • Rebranding and dealing with imposter syndrome  (12:45)
  • Working one-on-one with women on their finances (16:40)
  • How Cathy got into the world of podcasting (22:30)
  • Why peer coaching can uplevel you (28:20)
  • What a mastermind is and Cathy’s journey to joining them (31:20)
  • Being authentic on social media (42:05)
  • Finding your audience (48:30)
  • Accessing the right people to ask questions to (51:00)
  • The AGC™ and diversity in the financial services industry (54:45)
  • Referenced Materials

  • Cathy Curtis CFP® - Twitter 
  • Cathy Curtis CFP® - LinkedIn
  • Cathy Curtis CFP® - YouTube
  • Cathy Curtis CFP® - Instagram
  • Curtis Financial Planning- Website
  • Financial Finesse Podcast With Cathy Curtis, CFP®
  • Investopedia 100 Top Financial Advisor 2020 
  • Limitless Adviser - Stephanie Bogan
  • Christine Benz - Morningstar
  • Justin Castelli, CFP® The Advisor of Tomorrow Podcast
  • Experiments in Advisor Marketing Taylor Schulte, CFP®
  • The AGC 
  • Commonwealth Club of SF 
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