Diane MacPhee's guest appearances

Diane MacPhee

Financial Advisor Success

EvoFi: A Finance Podcast For Humans

For Advisors

Bob Veres

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Matt Paxton

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

OwlTail

Episode 32: Diane MacPhee on Rightsizing Your Practice

Episode 9: Diane MacPhee on Projecting the Right Confidence

The EvoFi squad is joined by the inimitable Diane MacPhee, CFP®, PCC of DMAC Consulting via phone from her offices in New Jersey. Diane schools us on how to have a more fulfilling existence in business and life. 

The EvoFi squad is joined by the inimitable Diane MacPhee, CFP®, PCC of DMAC Consulting via phone from her offices in New Jersey. Diane schools us on how to have a more fulfilling existence in business and life.

Episode 18 - A More Fulfilling Life w/ Diane MacPhee

Today’s guest brings a unique perspective to the show. Not many financial advisor coaches have experience actually being an advisor, but Diane MacPhee is one of the few who understands both sides of the divide. Now the founder of DMAC Consulting Services—a financial advisor coaching and practice management consulting firm—Diane spent over fifteen years as a fee-only financial advisor herself.  In this episode, Diane shares the common challenges of being a successful solo financial advisor, as well as the self-limiting beliefs we sometimes inflict on ourselves that prevent us from growing and being as successful as we could be. Listen in to hear her tips for how to deal with the feeling of overwhelm that can come with growing your business, how to avoid becoming a bottleneck in your own practice, and what she says is the key to financial advisors achieving continued success. For show notes and more visit: https://www.kitces.com/74

Today’s guest brings a unique perspective to the show. Not many financial advisor coaches have experience actually being an advisor, but Diane MacPhee is one of the few who understands both sides of the divide. Now the founder of DMAC Consulting Services—a financial advisor coaching and practice management consulting firm—Diane spent over fifteen years as a fee-only financial advisor herself.  In this episode, Diane shares the common challenges of being a successful solo financial advisor, as well as the self-limiting beliefs we sometimes inflict on ourselves that prevent us from growing and being as successful as we could be. Listen in to hear her tips for how to deal with the feeling of overwhelm that can come with growing your business, how to avoid becoming a bottleneck in your own practice, and what she says is the key to financial advisors achieving continued success. For show notes and more visit: <a href="https://www.kitces.com/74" rel="nofollow" target="_blank">https://www.kitces.com/74</a>

Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee