Being of service with Kleo Curry
Today we meet Kleo Curry, Certified Financial Planner at UBS. The ladies discuss Kleo learning from her grandfather, our responsibility of being of service, leaving political science for the finance industry, and the importance of representation. Kleo also tells us what keeps most of her clients up at night and shares an interesting statistic. They also dive into diversifying your assets, and having the “death” talk with her husband. LinkedIn: linkedin.com/in/kleo-curry-0049795Website: ubs.com/team/potomacwealthgroup Kleo@ubs.comCONNECT WITH USWebsite: www.blackgirlflyofficial.comEmail: hello@podcast2impact.comInstagram: @blackgirlflyofficial00:25 - introductions00:56 - guest introductions 02:16 - Kleos childhood goals 05:14 - transitioning into the financial industry 11:15 - advice for people on their wealth journeys18:47- framing our lives into three buckets 22:45- impact on the black community 28:28- how do you approach asset allocation 32:10 - impacts of not working with financial professionals 34:30 - getting started on a financial journey now 37:30- areas that are overlooked 43:20 - Outro BGF Products hereJoin Robinhood with my link and we'll both pick our own free stockI'm using Acorns and I love how easy it is to save and invest for my future. Join me and you'll get a free $5 investment!Click here to receive Southwest Rapid RewardsClick here to learn more about Gusto PayrollMortgage Connects, an MGIC PodcastAVWeekWeekly news on IT/AV, supply chain, UC, & more.Listen on: Apple Podcasts SpotifyThe Unlocking Growth ShowThe show where we unlock the secrets to scaling your...Listen on: Apple Podcasts SpotifyAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts SpotifySupport the show