In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
In the Suite
63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial
We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself under the name TimeScale Financial.
Today's powerful episode has everything you need to know about rebranding, business expansion, and fostering a healthy work culture in a hybrid business model. Why is it important to be authentic, accountable, and confident? You'll receive answers that'll resonate with people at different stages of their careers.
Find the agenda of our conversation with Kate below:
01:21 About Kate's Role
03:05 How Did Kate get to TimeScale Financial?
05:00 The Genesis of the Rebrand
07:50 Expansion during the pandemic
10:00 Transitioning into a Hybrid Model
19:20 How to create a healthy work culture
22:00 How to come up with brand values
28:17 The importance of education
35:14" I was going to help people reach their financial goals."
50:47 "Positioning is everything!".
58:56 Kate's take on social media
01:01:35 Success tips for people coming into the industry
01:03:00 Best way to get in touch
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
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📧 Want to get in touch? Email me at tina@growintentionally.com
