27 Jul 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
Favourite Piece of Technology
- Toshl: exceptional app to help you with your financial budgeting
- The Obstacle Is The Way by Ryan Holiday
- 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