Breanna Reish, CFP®, founder of Wealth of Confidence, wants to build a financial planning practice that acts as a home for educators who want to feel confident and empowered when making money decisions. She’s a fee-only financial planner based in California, is incredibly involved with her family, and she’s here to tell you about how finding your own self-confidence as a financial planner is key to running a successful business.
Despite her practice’s awesome name, Breanna struggled with confidence when she first got started. She found herself apologizing to prospective and current clients alike when they’d come into her shared office space, or when she had to request afternoon appointments to work around her kids’ school schedule. She kept asking herself, “Why would anyone want to work with me?”
It took several months, but then it finally hit her:
Why wouldn’t someone want to work with me?
Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.
What You’ll Learn:
- Why Breanna chose to break away from her broker-dealer to open Wealth of Confidence
- How to be your authentic self
- What to do when a niche “finds you”
- How to make business decisions that bring you confidence (like choosing an office space)