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Unlocking Resources and Creating Great Opportunities with Meghan Hyland
Manage episode 329109531 series 2972080
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Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete, and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past. Rather than seeing it as a limit on her freedom, she believes it gives her more freedom to choose activities that make a difference in her life and the lives of those she advises, works with and mentors. She dives into details of WestHill Financial Advisors’ philosophies which drive everything they do and their continued high growth, from insisting on financial planning, having less frequent portfolio reviews, sticking to the AUM-fee model, and passive investing approach.
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