Planner Pulse 029: Lea Schodel — Niches, yoga, money and communication

Today I’m joined by Lea Schodel from MHP Private Wealth and Lea is a qualified financial planner who is using her skills to run a wealth coaching business for women in a highly targeted niche.

Niching is something that we don’t see a whole lot of in the financial planning industry in Australia. But Lea has taken her involvement with yoga, and is using that as a foundation and a language for talking about money with younger females that are interested in health and wellness.

Listen and learn

In this episode, we talk about:

  • How Lea got to where she is today (including running a para-planning business while travelling around Australia in a caravan)

  • How Lea communicates with and attracts clients using practical workshops combining yoga with money

  • Why Lea got involved with the US based XY Planning Network and what she is learning from them

I love getting new ideas.
— Lea Schodel