Arielle Minicozzi's guest appearances

Arielle Minicozzi

XYPN Radio

Worth Listening

Anjali Jariwala

Wes Shannon

Pam Capalad

Rianka Dorsainvil

Lauryn Williams

Ben Martinek

Nannette Kamien

Angela Moore

Mary Beth Storjohann

Sunitha Rao

Michael Reynolds

Rob Brown

Jamila Souffrant

Farnoosh Torabi

Daniel Crosby

OwlTail

Rounding out the Real Estate series on the Worth Listening podcast is guest Arielle Minicozzi. She is a partner and financial planner at Modern Money Advisor, where she focuses on working with young, female professionals to help them achieve homeownership, address their student loan debt and build a firm financial foundation.  In addition to her work with Modern Money, Arielle is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel. Before becoming a Certified Financial Planner, Arielle worked as a mortgage lender. This gives her a unique and complete perspective on what things you should be thinking about and preparing for before buying a house. She shares tips and advice to help you make the most of your home buying experience. In This Episode We Discuss:  The strategy that Arielle recommends to clients to help them save for buying a house.  What to look for when choosing a mortgage lender.  The importance of having your finances in order before buying a house The unexpected expenses that come with home ownership How things like your credit score and down payment impact your mortgage options How much you should spend on your house and why you shouldn’t necessarily spend as much as you’re approved for Steps to homeownership  If you want to see what Arielle’s up to, you can find her on Instagram and Facebook @modernmoneyadvisor. Or, visit https://www.modernmoneyadvisor.com/ Instagram: https://www.instagram.com/modernmoneyadvisor/ Facebook: https://www.facebook.com/modernmoneyadvisor

Rounding out the Real Estate series on the Worth Listening podcast is guest Arielle Minicozzi. She is a partner and financial planner at Modern Money Advisor, where she focuses on working with young, female professionals to help them achieve homeownership, address their student loan debt and build a firm financial foundation.  In addition to her work with Modern Money, Arielle is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel. Before becoming a Certified Financial Planner, Arielle worked as a mortgage lender. This gives her a unique and complete perspective on what things you should be thinking about and preparing for before buying a house. She shares tips and advice to help you make the most of your home buying experience. In This Episode We Discuss: <ul> <li>The strategy that Arielle recommends to clients to help them save for buying a house. </li> <li>What to look for when choosing a mortgage lender. </li> <li>The importance of having your finances in order before buying a house</li> <li>The unexpected expenses that come with home ownership</li> <li>How things like your credit score and down payment impact your mortgage options</li> <li>How much you should spend on your house and why you shouldn’t necessarily spend as much as you’re approved for</li> <li>Steps to homeownership</li> </ul> If you want to see what Arielle’s up to, you can find her on Instagram and Facebook @modernmoneyadvisor. Or, visit <a href="https://www.modernmoneyadvisor.com/" rel="nofollow" target="_blank">https://www.modernmoneyadvisor.com/</a> Instagram: <a href="https://www.instagram.com/modernmoneyadvisor/" rel="nofollow" target="_blank">https://www.instagram.com/modernmoneyadvisor/</a> Facebook: <a href="https://www.facebook.com/modernmoneyadvisor" rel="nofollow" target="_blank">https://www.facebook.com/modernmoneyadvisor</a>

Slow and Steady Wins the Race, With Arielle Minicozzi

When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more successfully. In this episode, she sits down to chat about her career transition, passion for helping millennial home buyers, partnering up with another financial planner, and more. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/192

When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more successfully. In this episode, she sits down to chat about her career transition, passion for helping millennial home buyers, partnering up with another financial planner, and more. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/192" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/192</a>

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi