Summary:

Allison Felix is the recently made President and Principal of Cassaday & Company, a wealth management advising company that assists people who understand the need to fund retirement but don’t know how or aren’t able to put in the time to do it on their own. A lot of their clients seek help with investing in and managing stock, saving for retirement, building a plan to save for their children’s education, and planning for unexpected expenses such as potential health issues down the road. Cassaday & Company stands out in the financial industry because of the dedication they maintain for their employees, their ability to actively plan for themselves as well as their clients, and their continuity between financial advisers that perpetually allows for an excellent customer experience.

The Rundown: 

• Introduction to Cassaday & Company.
• Establishing a succession plan.
• Key factors in long-term success.
• Being a female leader in the financial world.
• Common misconceptions of the market.
• Where to start with financial planning.

Time-Stamped Show Notes:

[00:58] Introduction to Cassaday & Company.
[02:17] Merging personal with professional.
[03:04] Experiencing monumental company growth.
[04:38] Establishing a succession plan.
[07:00] The secret sauce.
[10:16] Planning for employees, not just clients.
[12:11] Hurdles that became strengths.
[14:15] Allison’s background.
[15:31] The key to Allison’s success.
[16:43] Being a female leader in the financial world.
[18:16] The ideal client.
[20:47] Common misconceptions of the market.
[22:00] Tuning out the media.
[23:03] Where to start with financial planning.
[25:22] The strongest component of Cassaday & Company.
[26:56] Vision-driven progress.