Working CEO Podcast

Want to know how to get things done? Get out of your own way! That’s a good tip from today’s guest, Kim Curtis, President and CEO of Wealth Legacy Institute.

Beyond helping her clients leave a financial legacy, she believes in leaving the legacy of leadership. Her advice: Step back and let your team shine.

We’ll chat with Kim about her groundbreaking financial planning model, her views and leadership and perhaps her favorite guilty pleasure! That’s up next on the Working CEO Podcast.



Meet the Expert

Personal Finance Expert, Author, Speaker, CEO, Wealth Legacy Institute

Kim Curtis is the bestselling author of  Money Secrets: Keys to Smart Investing and Retirement Secrest. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute.  Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award.  She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.


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