The Power of Vulnerability with Financial Sobriety

Season 1 | Episode 18

Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.

In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.

Candice Carlton

Hi, I'm Candice, the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At FiComm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

Follow me on LinkedIn

Related posts