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Connect with Alison Setton,

Entrepreneur in Financial Services

from Vancouver, Canada

Connect with Alison Setton,

Entrepreneur in Financial Services

from Vancouver, Canada

Introduction

Headline:

Entrepreneur in Financial Services

I am a(n):

MBA | Licensed Insurance Agent | Mutual Fund Advisor | Investor | Former Engineer | Mother | Ironman Triathlete | Business Owner | Passionate Learner | entrepreneur

I am the go-to for:

Personal Finance and Learning How Money Works

What I do:

I am here to help people talk about money, wealth and the strategic power of financial tools.

I want to grow a team of passionate entrepreneurs who want to change the way financial services are delivered, focusing on education rather than sales. We can do well by doing good. Understanding money is one of the most important investments we can make in ourselves.

Services

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Let's Talk About Money, Wealth & Finances for 30 Minutes

Free


  • Over the phone
  • 30 minutes
  • 5 call(s) remaining this month

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Interested in Exploring a Business?

Free


  • Event
  • 2:00PM, April 25, 2020
  • 1 hour
  • Currently available

Offer

My Offer:

I am here to:

Give more people an easier opportunity to talk about money, wealth, insurance and to ask the questions they have been afraid to ask out loud or to confidentially explore.

Attract, train and retain amazing, entrepreneurial people to have their own business helping people with money, and getting paid by the financial industry to do so.

My ideal target audience:

People with "a fire in the belly" that are looking to build a Plan B career or who are open to exploring a business in financial services. This is NOT your traditional financial company. On the client side, I'm looking for people who are curious about how to build and protect their wealth using insurance tools, but who don't care to be "sold to".

Reach out if you want to:

  • Better understand where you are at and where you could be financially.
  • Start building and protecting your wealth.
  • Transition into a new career
  • Build the skills it takes to be a successful financial wealth building professional.

Feel free to also book a session if you want to ask me about:

What I am currently working on

Industry trends, insights, observations & opinions

My education, training & qualifications

My biggest challenges, successes, failures & lessons learned

What success means to me

How I got to where I am today

What it is like working for my company & why I chose to work there

Recommendations for anyone entering my career or industry

Recommended books, articles, blogs, conferences, tools, apps, etc.

Whose content do I consume regularly

Daily practices, habits, and strategies

Issues I care most about right now and why

My values, beliefs, philosophies and/or political views

About

Why me:

> 200 happy clients and counting
> I am really good at creative problem solving (credit my career as an engineer first)
> I am SUPER easy to talk to (or so says my dog)
> I am a big believer in sharing the financial strategies and knowledge I have gained with others
> I believe that financial literacy is at the foundation of social sustainability.

A little bit about myself:

I'm a former Environmental Engineer, Queen's MBA Grad, and took the Canadian Securities Course before deciding to build a business in personal financial advising. "Why leave Engineering?" people ask me (all the time). I am including a link to a video explaining my story, if you care to find out the long answer. The short answer is, I wanted a scalable business that offered freedom of time, while also allowing me to make a difference in the world.

What it’s like to work with me:

I love people and getting to know what makes them tick. I love that I am able to help people manage the money they have, which leads to more freedom, but I love the fact that I can help some people earn more money, too. That is something unique to my business platform.

Fun fact about me:

I love to eat healthy foods, run in the trails with my dog, and be a goof with my daughter.

Professional experiences:

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Educational experiences:

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Portfolio

Where else you can find and follow me online:

My portfolio:

My story - part of why I transitioned from employee to entrepreneur.

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Reviews

My Overall Rating:

(1 Review)

Written Reviews I've received:

Gillian Imhoff
April 27, 2020 | Let's Talk About Money, Wealth & Finances for 30 Minutes
Review:

Wow. What an amazing conversation. Thank you Alison for being so easy to talk to; warm, funny, insightful. We dove right in and covered so much ground in a short time. I felt safe to share my issues with money and my dream...

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