Host: John Thompson Guest: Vanessa Burnett, CFP® CEO of Bridge Advisory

Full Podcast: https://nurturingsuccess.podbean.com/e/vanessa-burnett-of-bridge-advisory/

In the inaugural episode of Nurturing Success, John Thompson sits down with Vanessa Burnett, the CEO and a Certified Financial Planner at Bridge Advisory. They discuss Vanessa’s journey into financial planning, her approach to leadership and team building, and Bridge Advisory's growth strategies. The conversation also touches on innovative practices in the financial planning industry, including the use of AI, reverse mortgages, and the integration of sports wealth management.

What You'll Learn: -Vanessa’s path to becoming a financial planner and her passion for helping people manage their finances. -The importance of culture in team-building and the hiring process at Bridge Advisory. -Growth strategies for financial advisory firms, including recruiting and community networking. -How Bridge Advisory is integrating sports wealth management and NIL (Name, Image, Likeness) -planning into their services. -The role of reverse mortgages in financial planning and their benefits when used strategically. -The impact of AI on the financial industry and how advisors can leverage it for efficiency.

Resources Mentioned: -E-Money Financial Planning Tool -Case Study: The IRA Stretch

Connect with Us: Reach out to Vanessa with your questions or feedback. Bridge Advisory https://www.bridgeadvisory.com/  Follow us on social media for updates and more insights. @smplmortgage If you enjoyed this episode, please like, share, and subscribe to Nurturing Success for more insights from industry leaders. Stay tuned for the next episode, where we continue to explore successful financial strategies and practices. If you are interested in being our next guest, reach out to jack@smplmortgage.com to get scheduled.