Marina Hernandez, as a special guest of Financial Advisor Success Podcast!
What You’ll Learn In This Podcast Episode
- How Maria Developed Her Niche Working With Swiss-American Expatriates And What Makes Cross-Border Planning Unique [05:20]
- Why Maria Narrowed Her Focus Down To Two Specific Countries [15:29]
- How Marina’s Firm Partnership Is Structured, Her Firm’s Business Model, And The Fee They Charge [24:56]
- The Public Benefit Education Service That Marina’s Firm Provides [43:11]
- How Marina Became An International Tax Expert [52:07]
- How Marina Made The Switch From Tax-Planning Into More Holistic Financial Planning [01:02:20]
- What Prompted Marina To Join An Existing Firm And Then Later Decide To Go Out On Her Own [01:09:01]
- How Marina Found Dynamic Wealth Advisors And How Their Relationship Is Structured [01:24:51]
- What Surprised Marina The Most About Building Her Own Advisory Business And The Low Point In Her Journey [01:36:03]
- What Marina Would Have Told Herself When She Was Getting Started, The Advice that She Would Give New Advisors, And How She Defines Success For Herself [01:40:25]
