Ep 15: Growing a Business Through Authentic Relationships with Karen Lee

Today we sit down with Karen Lee, founder of Karen Lee and Associates, as she shares her incredible journey from architecture to financial services. Karen discusses the challenges and triumphs she faced, her shift into financial planning, and how she built her business through referrals. You'll learn how trusting your intuition, focusing on long-term relationships, and providing value can lead to a flourishing career in the financial industry.Karen also opens up about her transition from a sole proprietor to leading a growing advisory team. She reflects on the importance of knowing your strengths, setting clear goals, and empowering your team to take ownership. Plus, Karen reveals the technology stack she uses to efficiently manage clients and shares insights into her client onboarding process, compliance approach, and the power of empathy in financial planning.