Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 232nd episode of the Financial Advisor's Success podcast. My guest on today's

podcast is Jamie Bossy. Jamie is a financial planner with Aspire

Wealth Partners, an RAA in Overland Park, Kansas that oversees nearly $500 million in assets for

275 families. What's unique about Jamie, though, is how she's been able to balance her own

responsibilities within a firm that serves affluent clients, with writing a series of children's books on personal finance and a soon-to-be-published

grown-up book addressing many of the money issues that young parents face as she crafts

her own personal brand as the money boss mom.

In this episode, we talk in depth about how Jamie found that creating content for a spire that

spoke about financial decisions and issues that she was facing as a parent resonated with

and ultimately began to attract a younger client base. How a teachable moment with her son was the

inspiration for her first children's book, Milton brings home the bacon, the mechanics of the

publishing process that Jamie

had to navigate to bring that book to life. And how Jamie has found that the value of being a published

author isn't in the book sales per se, but rather the goodwill that having a book brings to herself as a

planner, as well as to the firm she works for, which benefits from the additional reach that Jamie's

brand can bring.

We also talk about how Aspire chart is both an AOM fee as well as a separate financial planning fee for their more traditional clients, as well as how they think about the value they

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