Kate Holmes's guest appearances

Kate Holmes

Money Tree Investing

The Wander Wealthy Podcast | Build and Grow Your Money Coaching Business

The Financial Wellbeing Podcast

Nextgen Planners

Hearsay On the Air Podcast

XY Adviser

Digital Marketing 4FP (for Certified Financial Planner Professionals)

Broken Eggs Podcast

Kombucha and Colour

PROpulsion LIVE

Ensombl Advice Australia

The Innovating Advice Show

It's More Than Money

Adapter's Advantage: Breakthrough Moments that Lead to Success

Elementality for Financial Advisors | Elements of Financial Planning System™

Catherine Morgan

Derek Notman

Carl Richards

Gretchen Betts

Michael Back

Adam Owen

Chris Budd

Steve Crawford

Dean Holmes

Emily Blanch

Peita Diamantidis

Clayton Daniel

Adele Martin

Ben Nash

Daniel Crosby

OwlTail

In this episode of My Sporting Life, we sat down with Scottish Women's Hockey International Kate Holmes. Kate spoke to us about her early beginnings in sport, her greatest achievements, her life away from Hockey and much, much more! 

Find A Player: My Sporting Life

In this episode of My Sporting Life, we sat down with Scottish Women's Hockey International Kate Holmes. Kate spoke to us about her early beginnings in sport, her greatest achievements, her life away from Hockey and much, much more!

My Sporting Life... Kate Holmes...

The Forge Ahead Show is a Podcast &amp; Video series created &amp; hosted by Nick Elston (www.nickelston.com) - Inspirational Speaker, Transformational Speaking Coach, creator of unique Mental Health engagement strategies &amp; an ‘in your corner’ Mentor.  The Forge Ahead Show is published as a Video Series via YouTube - as well as a Podcast via Spotify, iTunes &amp; the podcast platform of your choice - bringing you the storytellers, the influencers, the motivators - people that have gone from adversity to excitement - to forge something beautiful, something powerful, something better!  This week, Nick speaks to Kate Holmes all the way from Florida, USA.  Kate is an influencer, Speaker, community leader, coach &amp; podcast host in the world of Financial Planning.  In the show, Kate openly discusses with Nick her journey, her passion, her personal experiences &amp; views on her industry, her own Mental Health experiences, the world of Speaking &amp; the gender imbalance, her insights into business &amp; cultural differences ‘across the pond’ - plus her ‘why’ in life &amp; business - and lots more along the way!  Please do check out &amp; follow/subscribe to Kate’s amazing updates!  - Email: kate@innovatingadvice.com - Website: https://innovatingadvice.com- LinkedIn: https://www.linkedin.com/in/kateaholmes/- Podcast: https://www.innovatingadvice.com/podcast If you prefer to listen to The Forge Ahead Show, check it out the audio edition of the Podcast on:  Spotify: https://open.spotify.com/show/03vrkXe... Apple Podcasts: https://podcasts.apple.com/gb/podcast... Or watch on YouTube: https://www.youtube.com/channel/UCrcq... In the meantime, please stay tuned for upcoming episodes of The Forge Ahead Show, hit subscribe &amp; get in touch - I have some more amazing guests coming your way very soon!

The Nick Elston Show

The Forge Ahead Show is a Podcast &amp; Video series created &amp; hosted by Nick Elston (<a href="http://www.nickelston.com" rel="nofollow" target="_blank">www.nickelston.com</a>) - Inspirational Speaker, Transformational Speaking Coach, creator of unique Mental Health engagement strategies &amp; an ‘in your corner’ Mentor.  The Forge Ahead Show is published as a Video Series via YouTube - as well as a Podcast via Spotify, iTunes &amp; the podcast platform of your choice - bringing you the storytellers, the influencers, the motivators - people that have gone from adversity to excitement - to forge something beautiful, something powerful, something better!  This week, Nick speaks to Kate Holmes all the way from Florida, USA.  Kate is an influencer, Speaker, community leader, coach &amp; podcast host in the world of Financial Planning.  In the show, Kate openly discusses with Nick her journey, her passion, her personal experiences &amp; views on her industry, her own Mental Health experiences, the world of Speaking &amp; the gender imbalance, her insights into business &amp; cultural differences ‘across the pond’ - plus her ‘why’ in life &amp; business - and lots more along the way!  Please do check out &amp; follow/subscribe to Kate’s amazing updates!  - Email: kate@innovatingadvice.com - Website: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa2NXdEJZQXV5anZVUGpNMmUtb3NLXy1obTdvZ3xBQ3Jtc0tsUmx2ZkJpdUU0eVM2UHRxMnZtOWxvbGtJdTcyd0d0TXREdG1rRlhGZXpUbzBzcGdPTFU5M2tTbXgtdmpaWUJwSlYwTzE3YnhxdHNSMUhfemM0dVZQbDltQlRWRnBDdzBfbnAwaGNyNDQxOUNreVZpRQ&amp;q=https%3A%2F%2Finnovatingadvice.com" rel="nofollow" target="_blank">https://innovatingadvice.com</a>- LinkedIn: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa2NoYVpYdy1iendjODN0OVhqZU5tRktCT1Ixd3xBQ3Jtc0ttZ3dmSDRVSlFIZlA4dlpPdUdHN3BQVVY2VDh5bHBqLWxWeG45aHBBbFRnSWRSOHd6czNnUFlmUGMtd0RBcmc0OGRZMG54T0xQNW9LUUpxOXFENnpfek13SGFrb0xVc19oOFFCVFVsbmlUaHZaaVRwYw&amp;q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkateaholmes%2F" rel="nofollow" target="_blank">https://www.linkedin.com/in/kateaholmes/</a>- Podcast: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbWJQbUxGU3JKQUxwMU50dFM3NEVRVFNmV0Yzd3xBQ3Jtc0tsNHZWeURybXBNd1JkbGVTWW1Pc0x0YmtSOUZxekFuOFdvajlOTlEwYU9pcml0d1NoaS1DaWFKWlZfbk5jdHdRb01SOW5zQjFhUTNzUE4wR0dOLXVaekhyV1ZrdXVkbHZySVRBUE9SRV9FMERJOWpzQQ&amp;q=https%3A%2F%2Fwww.innovatingadvice.com%2Fpodcast" rel="nofollow" target="_blank">https://www.innovatingadvice.com/podcast</a> If you prefer to listen to The Forge Ahead Show, check it out the audio edition of the Podcast on:  Spotify: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTU4VEE2Y2VXOWU2dkZqYXZIMFVTY0hkWWNNQXxBQ3Jtc0trWjMzc1JWS3M3a2JrWTlJblhqZVliUlU2ZnlSLVZwazFMWEdiS0tLbTVDYVpHOVUtMzh5NVZiWFFqXy1qTUxjOHJ6S2x0UHhZRHdpVjY2Z2UyYnktSFR1VjFtU0Nna0dKYlRmTUZza09oRDNVQUQtcw&amp;q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F03vrkXe54y5iSbFhG5744b%3Fsi%3DTe_yEs4jScyeCqdhP9lpbg" rel="nofollow" target="_blank">https://open.spotify.com/show/03vrkXe...</a> Apple Podcasts: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjhvR0pwX19Oc3ZWc3JzN0dYa3cwRkNmWGZnZ3xBQ3Jtc0tua3dxdVM5dVctNlhPd19WN0ZqdFZOMmpOeFJid3IyRzVMRVpVOVZaRGlOVDZkTXY1bkJJMUlweEhYVlptRWNYMFhYVi1RV0RwUXJlaDFWZHA5NnZLT0ZvSmtyc182dkIzcFRCLXpaX0JmTFBzQ3VHUQ&amp;q=https%3A%2F%2Fpodcasts.apple.com%2Fgb%2Fpodcast%2Fthe-forge-ahead-show%2Fid1565104808" rel="nofollow" target="_blank">https://podcasts.apple.com/gb/podcast...</a> Or watch on YouTube: <a href="https://www.youtube.com/channel/UCrcqHH0-aWSEmfDtq_ErJLg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCrcq...</a> In the meantime, please stay tuned for upcoming episodes of The Forge Ahead Show, hit subscribe &amp; get in touch - I have some more amazing guests coming your way very soon!

The Forge Ahead Show -2.0 - Episode 12 - Kate Holmes

Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it’s important that you keep an open mind about these changes. On this Elementality podcast, Kate Holmes, a CFP® Women’s Initiative council member, is Reese’s special guest. Kate talks about her role on the council, about the industry’s global growth, and then offers her insights about how to think about pricing as you establish your value with clients.

Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it’s important that you keep an open mind about these changes. On this Elementality podcast, Kate Holmes, a CFP® Women’s Initiative council member, is Reese’s special guest. Kate talks about her role on the council, about the industry’s global growth, and then offers her insights about how to think about pricing as you establish your value with clients.

Finding Scale Through Innovative Solutions and Pricing with Kate Holmes

The Margaritas with Marguerita Cheng, CFP® Pro Show

Episode 18: Margaritas with Marguerita — Meet Kate Holmes, founder, Innovating Advice

In this episode, our Director and Head of Innovation Rohan spoke to Kate Holmes of Innovating Advice over in Las Vegas. They talked about:	Kate's career so far, growing up in Seattle, her degree

Episode 85 - Innovation in Financial Planning with Kate Holmes

In this episode, I talk to Kate Holmes from the United States.Kate has an inspiring story and she is on a mission.In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council.We talk about:Kate's origin storyIs there really a link between financial planning and financial coaching or is it two diverging pathsAll the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her momHow she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)The problem with holistic financial planningBeing virtual, employing automation and technology, being lean, and keeping record in a virtual environmentKate's time at the Financial Planning Standards BoardHer new podcast, Innovating Advice, the only globally-focused show for financial advisers and financial plannersThe future of financial planning in the next 5 to 10 years according to KateLinks related to the episode:Connect with Kate on LinkedInInnovating Advice podcast website4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):Episode 1: IA001 Australia with Clayton Daniel of XY AdviserEpisode 6: IA006 Africa with Rufaro MuchekaEpisode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary ListEpisode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara HarveyCheck out "Virtual Coffee with Francois" on YouTube.

In this episode, I talk to <a href="https://www.linkedin.com/in/kateaholmes" rel="nofollow" target="_blank">Kate Holmes</a> from the United States. Kate has an inspiring story and she is on a mission. In 2013, Kate started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning practices, Belmore Financial, in the US. As an advocate for evolving the financial planning profession, and being one of the first to create a new model for doing so, she quickly became featured in the media, is an InvestmentNews 40 Under 40 alumni and serves on CFP Board’s Women’s Initiative (WIN) Council. We talk about:<ul><li>Kate's origin story</li><li>Is there really a link between financial planning and financial coaching or is it two diverging paths</li><li>All the signs Kate saw along the way that ultimately led to her starting her own practice and breaking away from her mom</li><li>How she designed and finally launched Belmore Financial from scratch (p.s. we get into the nuts and bolts!)</li><li>The problem with holistic financial planning</li><li>Being virtual, employing automation and technology, being lean, and keeping record in a virtual environment</li><li>Kate's time at the <a href="https://www.fpsb.org/" rel="nofollow" target="_blank">Financial Planning Standards Board</a></li><li>Her new podcast, <a href="https://innovatingadvice.com/" rel="nofollow" target="_blank">Innovating Advice</a>, the only globally-focused show for financial advisers and financial planners</li><li>The future of financial planning in the next 5 to 10 years according to Kate</li></ul>Links related to the episode:<ul><li><a href="https://www.linkedin.com/in/kateaholmes" rel="nofollow" target="_blank">Connect with Kate</a> on LinkedIn</li><li><a href="https://innovatingadvice.com/" rel="nofollow" target="_blank">Innovating Advice</a> podcast website</li><li>4 must-listen-to episodes Innovating Advice (visit the website to listen to the episodes or search your preferred podcasting platform for the show):<ul><li><a href="https://innovatingadvice.com/episode1/" rel="nofollow" target="_blank">Episode 1: IA001 Australia with Clayton Daniel of XY Adviser</a></li><li><a href="https://innovatingadvice.com/episode6/" rel="nofollow" target="_blank">Episode 6: IA006 Africa with Rufaro Mucheka</a></li><li><a href="https://innovatingadvice.com/episode34/" rel="nofollow" target="_blank">Episode 34: Evolve Or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary List</a></li><li><a href="https://innovatingadvice.com/episode35/" rel="nofollow" target="_blank">Episode 35: Engaging Women In Finance: Shocking Research And How To Close The Gap with Dr Mara Harvey</a></li></ul></li></ul>Check out "<a href="https://www.francoisdutoit.co.za/vcf" rel="nofollow" target="_blank">Virtual Coffee with Francois</a>" on YouTube.

Ep. 22 - Successfully Building a Financial Planning Practice Aligned to What Clients Really Want with Kate Holmes

Thank you to the many listeners that have reached out wanting to learn more about my story and specific approach. As more listeners have reached out I thought it would be valuable to answer the eight most common questions I receive. So in this episode with me, myself and I, I’m sharing more about how I built Belmore Financial back in 2013; the fee model; how I worked with clients; technology I used and how clients found me. I also share my top advice for financial planners, where I see the profession going and what I’m building at Innovating Advice. Links and show notes at https://www.innovatingadvice.com/post/episode40..  Connect with Kate on LinkedIn. 

Thank you to the many listeners that have reached out wanting to learn more about my story and specific approach. As more listeners have reached out I thought it would be valuable to answer the eight most common questions I receive. So in this episode with me, myself and I, I’m sharing more about how I built Belmore Financial back in 2013; the fee model; how I worked with clients; technology I used and how clients found me. I also share my top advice for financial planners, where I see the profession going and what I’m building at Innovating Advice. Links and show notes at <a href="https://www.innovatingadvice.com/post/episode40" rel="noopener nofollow" target="_blank">https://www.innovatingadvice.com/post/episode40.</a>.  <a href="https://www.linkedin.com/in/kateaholmes/" rel="noopener nofollow" target="_blank">Connect with Kate on LinkedIn</a>.

Kate’s Story and Answers to Listener Questions with Kate Holmes [Ep40]

In this Episode, Kye and Kelly are joined by international speaker, host of Innovative Advice Podcast and global advocate for financial planning, Kate Holmes from Nevada, USA. Learn about her unique philosophy of 'Why Not' , what it is and where it can take you in this inspiring and entertaining podcast.

In this Episode, Kye and Kelly are joined by international speaker, host of Innovative Advice Podcast and global advocate for financial planning, Kate Holmes from Nevada, USA. Learn about her unique philosophy of 'Why Not' , what it is and where it can take you in this inspiring and entertaining podcast.

'Why Not' life philosophy with Kate Holmes Ep3

Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice. Innovating Advice Website: https://innovatingadvice.com/ Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice. Innovating Advice Website: <a href="https://innovatingadvice.com/" rel="nofollow" target="_blank">https://innovatingadvice.com/</a> Kate Holmes Linkedin: <a href="https://www.linkedin.com/in/kateaholmes/" rel="nofollow" target="_blank">https://www.linkedin.com/in/kateaholmes/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast is brought to you by HUB24 (<a href="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#158 Kate Holmes

Have you heard of the Enneagram system? It is one of the most comprehensive and complex self-development tools available and it can have a huge benefit to you understanding your own motivations, your pain points and worldviews and how you can use this self-awareness to relate better to yourself and others. Ché did her own personal testing with Kate who is a life coach accredited to work with the Enneagram system and we share some of the basic principles and concepts of the number system that makes up The Enneagram structure on the show - can you figure out your own type?   Kate’s contact: knh.holmes@gmail.com The Enneagram guide:   Find Anna:http://annamarsh.co.uk/ Instagram: https://www.instagram.com/anna_marsh_nutrition/ Facebook: https://www.facebook.com/annamarshnutrition/   Find Ché: https://www.chedyer.com/ Instagram: https://www.instagram.com/indieyogalife/ Facebook: https://www.facebook.com/chedyeryoga/

Have you heard of the Enneagram system? It is one of the most comprehensive and complex self-development tools available and it can have a huge benefit to you understanding your own motivations, your pain points and worldviews and how you can use this self-awareness to relate better to yourself and others. Ché did her own personal testing with Kate who is a life coach accredited to work with the Enneagram system and we share some of the basic principles and concepts of the number system that makes up The Enneagram structure on the show - can you figure out your own type? Kate’s contact: <a href="mailto:knh.holmes@gmail.com">knh.holmes@gmail.com</a> The Enneagram guide: Find Anna:<a href="http://annamarshnutrition.co.uk/" rel="nofollow" target="_blank">http://annamarsh.co.uk/</a> Instagram: <a href="https://www.instagram.com/anna_marsh_nutrition/" rel="nofollow" target="_blank">https://www.instagram.com/anna_marsh_nutrition/</a> Facebook: <a href="https://www.facebook.com/annamarshnutrition/" rel="nofollow" target="_blank">https://www.facebook.com/annamarshnutrition/</a> Find Ché: <a href="https://www.chedyer.com/" rel="nofollow" target="_blank">https://www.chedyer.com/</a> Instagram: <a href="https://www.instagram.com/indieyogalife/" rel="nofollow" target="_blank">https://www.instagram.com/indieyogalife/</a> Facebook: <a href="https://www.facebook.com/chedyeryoga/" rel="nofollow" target="_blank">https://www.facebook.com/chedyeryoga/</a>