Nicole Peterkin Morong is the founder of Peterkin Financial and has been in practice since 2011. As an advisor, she emphasizes using money as a tool to get the lifestyle you want instead of viewing it as the obstacle to that lifestyle. She is also a speaker and a published author. Her book, If You Love Your Family, Save Like It can be purchased on Amazon and in select bookstores.
Useful Links
Show Notes
- How the sudden death of Nicky’s father led her into financial planning
- “Sales is hard. Getting people to open their wallet to pay you and keep paying you is hard.”
- Why building confidence is important but difficult
- Thinking about your competitive advantages
- Why you should work with successful people in your industry to learn from them
- “You have to build a dumb business to build a smart business.”