Planner Pulse 029: Lea Schodel — Niches, yoga, money and communication
Today I’m joined by Lea Schodel from MHP Private Wealth and LeaSchodel.com. 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