Podcast on Tour! Verve Evolution 2025 - Frederika Clay
Update: 2025-10-08
Description
In this Podcast on Tour episode, we chat with Fred, founder of her own financial planning firm, fresh off her first year in business. She opens up about the reality of launching a practice while raising a family, the lessons she's learned, and the support systems that helped her get there (spoiler: community is everything).
From the highs and lows of year one, to what it’s really like navigating growth, hiring decisions, and charging reviews, this is an honest, thoughtful, and empowering listen for any planner building something of their own.
If you're in year one, or reflecting on your own journey, this one's for you.
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