In this episode of Top 3, Marcia O’Connor is joined by Regina Hess. Regina's story is one of courage, determination, and resilience as she embarked on her journey as an independent financial planner. After working in the financial industry for over 25 years, Regina became disillusioned with the pressure to prioritize profits over clients' best interests. She decided to break free from the constraints and start her own company. With a strong conviction to do what's right for her clients, Regina took the leap and established her firm in 2015, coincidentally around Independence Day.
Starting from scratch, Regina faced numerous challenges but remained undeterred. She reached out to her clients, explaining why she was leaving and the value she could bring to them. With limited resources and a steep learning curve, Regina gradually built her team.
Reflecting on her journey, Regina acknowledges the mistakes she made along the way. She wished she had taken business courses earlier and hired additional staff sooner. However, she has embraced these mistakes as valuable learning opportunities. Regina emphasizes the importance of seeking advice from other business owners and remaining open to change. She believes that things happen for a reason and that some missed opportunities turned out to be blessings in disguise.
Regina's company provides comprehensive financial planning and asset management services. She works closely with clients, analyzing their current financial situations and designing customized plans to help them achieve financial independence or prepare for retirement. Additionally, Regina specializes in providing specialized planning for women going through a divorce, recognizing the unique challenges they face.
Through her journey as a female entrepreneur, Regina shares her secrets and mistakes, offering valuable insights to others starting their own businesses. She encourages entrepreneurs to seek advice, be open to change, and trust that things happen for a reason. Regina's story serves as an inspiration to those seeking independence, following their passions, and making a positive impact in the financial industry.
