The Rundown:

• Breakdown of financial services.
• Retirement planning in today’s world.
• The most rewarding part of working in finance.
• Advice for entering into the finance workforce.
• The future of the finance industry.
• Effective strategies for long-term success.

Summary:

Anne McCabe Triana is the President and CEO of Curo Private Wealth. Her business offers two private services in the financial space: Comprehensive Financial Planning and Investment Management Services. According to Anne, planning for retirement has never been more crucial because the existence of Social Security and pensions have never been more volatile. She offers ample advice to anyone looking to make smart financial decisions as well as students just entering the industry who are looking for wisdom in building a strong career.

Time-Stamped Show Notes:

[01:11] Introduction to the business.
[01:25] Breakdown of services.
[02:22] Most common challenges.
[03:54] How retirement planning has changed.
[04:55] What you must get in place to retire.
[05:40] The challenges of not working.
[06:18] Anne’s journey to her finance career.
[08:24] Biggest career challenges.
[09:28] Passion prospecting.
[10:28] The greatest reward.
[11:30] Working off of probabilities.
[12:50] Calming tactics.
[14:49] The ideal client.
[15:21] Advice to college students.
[18:04] Cryptocurrency vs. blockchain technology.
[19:22] Advantages of working with humans vs. roboplatforms.
[22:01] Advice to women entering the financial industry.
[23:05] Getting started in financial planning.
[24:28] Best financial media sources.
[26:34] Effectively implementing behavior strategies.
[27:32] Reaching out.