Jul 9, 2024
In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial planning, attracting male clients too, promoting pay equity and DEI within the firm, building client relationships, creating an ensemble of talented women professionals at Rooted Planning Group, and embracing NAPFA membership, Irvine has accomplished a lot in her financial services career.
In a nutshell:
- Irvine encourages all team members and NAPFA members to complete NAPFA's DEI training and to promote their involvement in NAPFA activities
- She explains the rationale behind rebranding from Irvine Wealth Planning Strategies to Rooted Planning Group and why she focuses on empowering women in financial planning
- Providing education and advice without requiring high assets under management – lives under care, not assets under management – has helped the firm attract clients
- Rooted Planning Group also attracts male clients who value the education and advice provided because men seek to set an example for their daughters or desire the educational approach of the firm
- Irvine discusses pay equity within her firm and transparency in salaries, as well as efforts to coach clients on achieving pay equity in their own careers
- Embracing DEI strengthens client relationships by addressing unconscious biases
Learn more about Rooted Planning Group at https://www.RootedPG.com.
Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org.