Welcome to the Branding with Purpose Podcast with Host Shantha Wetterhan and Special Guest Helen M. Ngo, CFP® ,CEO & Founder Capital Benchmark Partners, LLC.
Episode Title: "How to Build a Successful Business with Effective Financial Planning"
In this episode Shantha and Helen talk about the importance of effective financial planning for building a successful and sustainable business. Helen shares actionable nuggets and great insights for you to implement as you close 2017 and plan for success in 2018!
Meet Helen: Helen Ngo, CFP® is the CEO and Founder of Capital Benchmark Partners, LLC, an independent financial advisory firm based in Atlanta, GA. Her primary focus is to empower women entrepreneurs and professionals by providing the proper tools and strategic planning techniques to help them become financially minded and independent in order to take full control of their lives. Having nearly ten years of experience in the industry, she has a unique style and approach to business and has been able to expand her firm to accommodate clients nationally and overseas. Moreover, she is deeply passionate about bringing more women advisors into the industry. Helen is often featured in major financial news outlets including CNBC, NerdWallet, CBS Money, and Investor’s Business Daily.
The opinions expressed during this broadcast are for inspiration, information and motivational purposes.
This Podcast is production of Up2Me Radio and to learn more about our network, this podcast, the Host and Guests please visit us at www.up2Meradio.com
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