003: Melinda Houghton is changing how financial advisers deliver value to their clients

Melinda Houghton is the founder of Houghton Strategic Solutions, an award-winning financial planning practice that prides itself on delivering exceptional advice and results and being known as trusted advisers to it’s clients.

Low Point in Journey

Attaching herself to the outcome of a client who truly needed support and advice but didn’t want to help themselves.

Click To Tweet: Adviser Nation, Melinda shares her inspiring story with us today at Journey Of The Successful Adviser!

Turning Point in Business

Seeing the fruits of local community involvement pay-off as new people continually found her and requested her to be their adviser

[thrive_2step id=’437′]newsletter-subscribe[/thrive_2step]

Favourite Piece of Technology

  • Toshl: exceptional app to help you with your financial budgeting

Recommended Reading

Interview Links

  • Houghton Strategic: strategies to assist real people achieve personal goals by working to achieve to identify risks, needs, and most importantly opportunities to maximise your financial position

LEAVE A COMMENT

0 Comments

Sort by

Leave a reply

Your email address will not be published. Required fields are marked *

Be the first to comment

*

Log in with your credentials

Forgot your details?