Leighann Miko's guest appearances

Leighann Miko

XYPN Radio

Financial Advisor Success

The Human Advisor

Scott Frank

Steve Lockshin

Taylor Schulte

Carl Richards

Brittney Castro

Cathy Curtis

Luis Rosa

Sara Stanich

George Kinder

Anna N'Jie

Caleb Brown

Michael Kitces

Ron Carson

Amy Irvine

Mary Beth Storjohann

OwlTail

Leighann Miko is the founder of Equalis Financial, a fully virtual advisory firm that offers ongoing planning services for 45 creatives within the LGBTQ community. Leighann has been able to realize financial freedom in her own life by serving a unique community that she is also a part of and that often face financial insecurity.  In this episode, Leighann shares her story about how her family’s money insecurities growing up led her to a career path in financial planning and how a failed succession plan was the catalyst for her starting her own firm to serve the LGBTQ community. She also discusses the benefits of being part of the community that you serve, why she hired a copywriter to convey her value to prospective clients, and how she adapted Kinder’s three famous questions for the LGBTQ community. For show notes and more visit: https://www.kitces.com/227

Leighann Miko is the founder of Equalis Financial, a fully virtual advisory firm that offers ongoing planning services for 45 creatives within the LGBTQ community. Leighann has been able to realize financial freedom in her own life by serving a unique community that she is also a part of and that often face financial insecurity.  In this episode, Leighann shares her story about how her family’s money insecurities growing up led her to a career path in financial planning and how a failed succession plan was the catalyst for her starting her own firm to serve the LGBTQ community. She also discusses the benefits of being part of the community that you serve, why she hired a copywriter to convey her value to prospective clients, and how she adapted Kinder’s three famous questions for the LGBTQ community. For show notes and more visit: <a href="https://www.kitces.com/227" rel="nofollow" target="_blank">https://www.kitces.com/227</a>

Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGBTQ) Community with Leighann Miko

Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/238   

Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/238" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/238</a>

Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm

Watch on YouTube2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.11:27 – How can the industry and technology help support CFPs that help the underserved?19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.30:09 – “What are you most grateful for that didn’t work out for you?”

<a href="https://youtu.be/WDRfb0Ss0w0" rel="nofollow" target="_blank">Watch on YouTube</a>2:22 – Tyrone and Leighann discuss billing by AUM and if it may be falling by the wayside.4:20 – Leighann shares her journey into financial services and her passion for helping underserved communities.11:27 – How can the industry and technology help support CFPs that help the underserved?19:20 – “Money was always a struggle.” Leighann reflects on her relationship with money from the very beginning and through her experience, she helps clients discover their driving force behind their spending habits and gain perspective.30:09 – “What are you most grateful for that didn’t work out for you?”

Leighann Miko – Equality. Integrity. Empowerment.