"It’s okay to build a practice you actually want to build – and to charge what your advice is worth." – Chelsea Scomak
In this episode of Cambridge Stronger, Chelsea Scomak, CEO and advisor coach of Via Brio, shares how her desire to break away from traditional models led her to become a values-based, behavior-focused financial planner. Chelsea discusses the disconnect many new advisors face between education and industry entry, and how finding independence gave her the freedom to support clients in a more meaningful, personal way. She offers insight into what it really takes to build a “paradise practice” – one that aligns with both client needs and advisor lifestyle.
In Episode 234: Designing a Practice That Feeds Your Soul, Chelsea explores:
- The importance of understanding clients’ behaviors and money mindsets
- The urgent need for mentorship and support for next-gen advisors
- How redefining practice growth can prevent burnout and boost impact
Tune in for a look at how to become a modern, intentional financial planner – without sacrificing who you are.
About Chelsea Scomak
Chelsea is a multi-passionate entrepreneur that loves guiding other entrepreneurial driven women toward their wildest dreams. Chelsea is here to disrupt the financial services industry by flipping the script on the outdated ways of traditional financial planning and practice management. She is an advice-driven advisor and coach, who believes there is an extreme need to move away from answering financial questions about product sales and instead focuses on what is truly best for the client in helping them achieve their ideal lifestyle. Chelsea created Via Brio as a brand that speaks to being in high energy while working on the journey of transformation. Whether a financial planning client going through Money Alignment Partnership, or an advisor going through Your Paradise Practice, the process always starts with awareness, identifying the dream, building the sturdy foundation, and growing from there.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Via Brio are not affiliated. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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Cambridge Stronger Podcast
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
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