KDI Wealth Alchemist Podcast EP 16: The Woman Behind the Curtain

In this episode, host KDI President, Carrie Dick sits down with Shelley Spicer, KDI Wealth Management's marketing manager, to pull back the curtain on the person responsible for all the firm's communications and educational content. Dubbed "the woman behind the curtain" like the Wizard of Oz, Shelley manages everything from social media posts to podcast scheduling, website updates, and client communications.

This episode offers listeners a rare glimpse into the behind-the-scenes content and creation side of financial planning and highlights KDI's commitment to client education and relationship building.

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