Growing Your Financial Business...The Woman's Way artwork

EP075 How to Grow a Multi-Generational Practice with Yanely Espinal

Growing Your Financial Business...The Woman's Way

English - June 15, 2022 04:01 - 31 minutes - ★★★★★ - 18 ratings
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Previous Episode: EP 074 Embracing Vulnerability with Donna Mazzitelli
Next Episode: EP 076 Think like a Leader with Molly Gimmel

Yanely Espinal is an enthusiastic financial educator. She is the creator of the ultra-successful YouTube channel, MissBeHelpful, and is the director of educational outreach at Next Gen Personal Finance. She is dedicated to creating financial literacy and personal finance courses, for all students to have access to.

I had Yanely on the podcast to tell me about the importance of working with kids as a financial advisor, and exactly how to do that. She went over:

Why to include children in financial advising

The importance of learning finance by doing 

Strategies to get kids involved 

Forming relationships with the whole client family

Unique strengths as female advisors

Yanely has wonderful financial resources for kids and adults. Find them on her social media:

Connect with Yanely Espinal
Website: https://www.missbehelpful.com
Twitter: https://twitter.com/missbehelpful?s=21&t=1u0zvRe6fdgaSxduY-O2WQ
Facebook: https://www.facebook.com/yanely.espinal.missbehelpful
LinkedIn: https://www.linkedin.com/in/yanely-espinal-missbehelpful/
Instagram: https://instagram.com/missbehelpful?utm_medium=copy_link

Connect with Robyn Crane
Website: https://robyncrane.com/
Facebook: https://www.facebook.com/bizgrowth4women/
LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./
YouTube: https://www.youtube.com/c/RobynCrane
Instagram: https://www.instagram.com/robyncrane/?hl=en
Learn more about your ad choices. Visit megaphone.fm/adchoices

Yanely Espinal is an enthusiastic financial educator. She is the creator of the ultra-successful YouTube channel, MissBeHelpful, and is the director of educational outreach at Next Gen Personal Finance. She is dedicated to creating financial literacy and personal finance courses, for all students to have access to.


I had Yanely on the podcast to tell me about the importance of working with kids as a financial advisor, and exactly how to do that. She went over:



Why to include children in financial advising
The importance of learning finance by doing 
Strategies to get kids involved 
Forming relationships with the whole client family
Unique strengths as female advisors


Yanely has wonderful financial resources for kids and adults. Find them on her social media:


Connect with Yanely Espinal

Website: https://www.missbehelpful.com

Twitter: https://twitter.com/missbehelpful?s=21&t=1u0zvRe6fdgaSxduY-O2WQ

Facebook: https://www.facebook.com/yanely.espinal.missbehelpful

LinkedIn: https://www.linkedin.com/in/yanely-espinal-missbehelpful/

Instagram: https://instagram.com/missbehelpful?utm_medium=copy_link


Connect with Robyn Crane

Website: https://robyncrane.com/

Facebook: https://www.facebook.com/bizgrowth4women/

LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./

YouTube: https://www.youtube.com/c/RobynCrane

Instagram: https://www.instagram.com/robyncrane/?hl=en

Learn more about your ad choices. Visit megaphone.fm/adchoices

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