This week, Brenda speaks with Lori Curtiss, a certified financial planner and the founder of A Money Maker Mindset, based in Calgary. The two talk about Lori’s childhood in a small farming community in Alberta, the financial challenges of becoming a single mother at 18, and how she learned to be less controlling with her own money later in life. Lori also discusses why choosing to become an advice-only financial advisor was the best move of her career and how she built a thriving practice despite a strong dislike of networking.
This week, Brenda speaks with Lori Curtiss, a certified financial planner and the founder of A Money Maker Mindset, based in Calgary. The two talk about Lori’s childhood in a small farming community in Alberta, the financial challenges of becoming a single mother at 18, and how she learned to be less controlling with her own money later in life. Lori also discusses why choosing to become an advice-only financial advisor was the best move of her career and how she built a thriving practice despite a strong dislike of networking.