On this episode of Controlling Your Chaos, Cortney sits down with Tammy Swan, independent financial advisor and firm owner, to discuss what happens when a woman spends 26 years building a business and finally starts building herself too.
Tammy shares the journey that took her from admin to licensed advisor to firm owner, all while raising two kids, growing a team, and learning the hard way that you can't pour from an empty cup. She opens up about building a business entirely on relationships and referrals, why she has no problem telling a client they're not a good fit, and the self-care she put on the back burner for decades, and what changed when she finally didn't.
Connect with Tammy Swan and her team for all your financial planning and advisory needs in San Antonio.
You can listen to this episode of the Controlling Your Chaos podcast on all major podcast platforms.
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