Zen Money Monday

00:58 – Introducing today’s guests, Cristina Livadary and Stephanie Bucko 02:37 – Cristina’s money story 06:04 – Stephanie’s money story 11:05 – Cristina and Stephanie share their thoughts on the current financial services industry 13:35 – The value Cristina and Stephanie place on educating their clients 17:08 – Wealth management 20:35 – The shift from big business to small business 25:05 – The importance of having fun 30:26 – Cristina and Stephanie speak to the three phases on onboarding clients 35:40 – What Zen Money means to Cristina and Stephanie 37:23 – Where listeners can connect with Cristina and Stephanie Sound Bites: “The ‘Aha Moment’ came to me when a dear friend lost her mom and came to me and said, ‘I know you work with so many financial advisors in Southern California. Who do you recommend you would trust with your parents’ money?’ And, unfortunately I drew a blank.” (04:44) “About five years ago I started managing money for people, and that’s when I really fell in love with the industry because