Agents Growth Academy

19. Get Human Again: Make Easy Personal Contacts with Clients with Katie Coleman

February 01, 2022 Jim Schubert
Agents Growth Academy
19. Get Human Again: Make Easy Personal Contacts with Clients with Katie Coleman
Show Notes

Today, we meet a good friend and fellow hometown dweller of Jim on The Agent’s Growth Academy Show. Guest Katie Coleman is a genuine and inspiring human being who focuses on humanity. Among additional achievements, Katie is a financial planner with 15 dedicated years to the industry. She’s trained over 600 financial advisors over the country and earned several awards, one of which is in Forbes. Katie will talk with our host, Jim Schubert, about the absolute necessity of making real and lasting connections with your clients and employees alike by not being afraid to be vulnerable. Listen in and get inspired to slow down, pay attention, and make a real impact.

3 Key Takeaways

  • How you can pay it forward by doing right
  • Why you need to get comfortable asking difficult questions
  • Simple things you can do (even in the mail) to make a better connection


About Katie

Katie Coleman, CFP®, is a Financial Advisor and President of Coleman Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has been in the financial services industry for 15 years and is passionate about helping people achieve their financial and life goals. Katie is originally from Atlanta, Georgia and graduated from the University of Georgia, Terry College of Business with a bachelor’s degree in Business Management. She moved to New York in 2007 and that same year, joined Siena Wealth Advisory Group. In 2012, Katie became a partner at the firm and together, with her business partner, trained over 600 financial advisors across the country. She was named as one of Long Island Business News’ 40 under 40, which honors outstanding members of the business community on Long Island, in January 2014. Katie was a finalist of the 2015 Athena International Young Professional Leadership Award. She has been quoted as a financial expert in publications such as the Wall Street Journal, NY Post and the Long Island Business News and appeared on CNBC’s “On the Money”. In 2018, she was recognized on the Forbes America’s Top Next Generation Wealth Advisors List and identified as one of the Ameriprise Working Mother Top Advisor Moms.

Katie holds her Series 7, 66 and the New York State Life and Health Licenses, and is a CFP®, Certified Financial Planner practitioner.

Katie sits on the board of the Spencer Foundation, an organization that focuses on helping children and their families battle cancer and chronic illnesses. She is also an active member of the Ameriprise WE Network – a group of like-minded and driven female colleagues who mentor and support one another to reach their fullest potential. Most recently, Katie presented at the Ameriprise 2020 Cross Territory Women’s Summit. She continues to actively participate in local and national organizations such as the Accountants Resource Group (ARG), Ameriprise Annuity Coalition and Long Island Wonder Women.

In September 2018, Katie started her own wealth advisory practice, Coleman Financial Group. Coleman Financial Group is passionate about protecting you and your families from the unexpected. Katie and her team work to educate and empower others so that they can make sound financial decisions to best achieve their personal goals and dreams.

Katie enjoys spending time with family, reading, and traveling. She currently resides in Oakdale, NY with her husband Bob, their two daughters, Charleston and Sailor and their yellow lab, Mahi. Katie is actively involved with her local parish, St. Mary’s and participants in many of the community programs with her family. Katie spent Spring 2021 coaching her youngest daughter, Sailor, in her youth soccer league.


Resources

Website: ameripr

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