Redefining Financial Advisory by a HOLISTIC Approach | Kaitlyn Laney

Kaitlyn Laney is on a mission to redefine Financial Advisory through a Holistic, very Client Centered Planner.

Episode 39

Kaitlyn Laney joins us for a candid and insightful conversation on what it really takes to transition from a corporate career to building a thriving, values-driven business. With a multimillion-dollar financial practice under her belt today, Kaitlyn shares the personal and professional challenges that shaped her journey—and the strategic mindset shifts that helped her scale with intention.

We start with how she was pushed into entrepreneurship after getting laid off from a corporate job she thought was stable. She talks about navigating the uncertainty of launching a business without a safety net, the emotional rollercoaster that came with it, and the real-world decisions she had to make—like potentially selling her home to keep the business going. Kaitlyn’s story is grounded in reality and filled with practical decisions that many entrepreneurs can relate to.

The conversation moves into how she used those early struggles as fuel to build a business that serves people in ways traditional financial services often miss. She explains how she developed a more client-centered, responsive model that enables her to be more helpful and more human. Whether it's breaking down complex financial decisions, helping clients add revenue streams, or simply being the person who connects the dots between a CPA and a client, Kaitlyn’s approach is all about adding clarity and confidence to money decisions.

She also dives into how personal insecurities, like being dyslexic, influenced how she worked harder and smarter to become not just a financial advisor, but a true strategic partner for business owners. Kaitlyn explains how those perceived weaknesses became her strengths, allowing her to solve problems others often overlook.

We get into why most business owners need to behave more like CFOs, especially when moving from one level of success to the next. She outlines key tactical advice like understanding your profit margins, setting up business banking relationships with local credit unions, and why having a line of credit in place before you need it is non-negotiable.

Kaitlyn also talks about hiring—how her first executive assistant transformed her operations and why creating systems isn’t just about efficiency but also about making your business salable and scalable. She emphasizes the importance of letting go of tasks you shouldn’t be doing, creating space for higher-level thinking and strategy.

For those not yet leveraging AI tools in their business, Kaitlyn gives a powerful example of helping a client generate $250,000 in new recurring revenue using Claude.ai to brainstorm a new product offering. The takeaway is clear—using the tools available to you today can unlock opportunities faster than ever before.

Whether you're in year one of your business or ten years in and looking to evolve, this episode offers clarity, strategy, and encoura