Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse episode artwork

EPISODE · Jun 8, 2021 · 1H 29M

Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse

from Financial Advisor Success

Jamie Bosse is a financial planner with Aspyre Wealth Partners, an RIA based in Kansas that oversees nearly $500-million in assets for 275 families. Jamie is also the Money Boss Mom, having been able to balance her responsibilities within the firm while also writing a series of children's books on personal finance, and a soon-to-be-published adult book for new parents.  Listen in as Jamie shares the learning process in her journey to publishing books with Amazon, including how much it costs to self-publish, what the revenue split is with Amazon, and what the major differences are between self-publishing and traditional publishing. We also talk about planner fees, how Aspyre Wealth Partners has implemented a subscription business model, and some of the technology they use to make planning and client meetings more efficient. For show notes and more visit: https://www.kitces.com/232

Episode metadata supplied by the publisher feed · Published Jun 8, 2021

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Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand with Jamie Bosse

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