EPISODE · Jun 12, 2026 · 1H 11M
Ep 21: The Psychology of Money and Growing a Financial Practice with Rebekah Fero
from What Works - 2,500+ Years of Experience in Financial Planning · host Don Patrick
What does it take to grow a financial planning practice while staying true to your values and clients? In this episode, Rebekah Fero, Principal, Financial Planner at Fero Financial, shares how human behavior and psychology play a powerful role in money decisions, and how understanding these factors has shaped the way she supports her clients. Listen in as Rebekah opens up about her own journey, building her clientele, leaning on family support during tough times, and finding the courage to stand out in a crowded industry. You’ll hear her perspective on scaling vs. growing a business, why hiring the right people is critical, how coaching can sharpen your mindset, and why having the right tools in place helps you thrive as the CEO of your own company.
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Ep 21: The Psychology of Money and Growing a Financial Practice with Rebekah Fero
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