The Narrative Advantage podcast

You Can't Simplify a Mess with Wendy Brookhouse

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My first-ever guest on The Narrative Advantage is Wendy Brookhouse, financial strategist and founder of Black Star Wealth in Halifax. Wendy started in financial planning as an independent, without a company telling her how it's done. That shaped everything that came after: a belief that the right questions matter more than memorized answers, a curiosity about the stories clients carry about money, and eventually the decision to stop charging a percentage of assets and price her services clearly instead. We talk about the "shoulds" that keep people stuck, why you have to pull everything out of the closet before you can simplify, and how changing a single word (budget to spending plan) changes how a plan feels to live with. We also get into what's next for Wendy, and the challenge of telling client success stories when they aren't really yours to tell. What we cover:
  • The right questions vs. the right answers
  • The money stories running in the background
  • Pricing for services, not assets
  • Simplicity, and why you can't simplify a mess
  • The shoulds, and the night in 2008 that changed how Wendy handles worry
  • Budget vs. spending plan, and the "Italy debt"
  • Getting visible with stories that belong to your clients
About Wendy: Wendy Brookhouse, CFP, CHS, EMBA, is the founder and chief strategist of Black Star Wealth. For two decades she's helped business owners cut through financial noise and make smart, practical decisions, building lives that feel as good as their success looks on paper. Links:

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