Get to Know My Trainers

martinis and your money

Get to Know My Trainers

A number of my Martinis and Your Money listeners have become Financial Gym clients and one of those clients suggested that I host a financial trainer happy hour so that listeners could get to know my team at the Financial Gym better. We had a blast recording this and talking about why our jobs at the Financial Gym are the greatest jobs ever.

Bridget – Virgin Mimosa aka “Straight up Champagne”

Joy – Mimosa with mostly champagne and high pulp orange juice

Crystal – Mimosa with minimal citrus and high pulp orange juice

Alicia – Mimosa with pink champagne and fresh squeezed orange juice

Shannon – Mimosa with splash San Pellegrino Grapefruit

Podcast Notes

Each of the trainers discusses why they became a financial trainer and how they found out about the financial gym.

Bridget – she was previously working for a hedge fund and not feeling fulfilled by the job. She also saw her friends struggling financially and was surprised by how poorly prepared they were financially. Bridget took a $20,000 a year pay cut to work for Shannon and The Financial Gym and Shannon promised her that she would keep her employed for at least one year.

Joy – believes she found the Financial Gym through providence. She is a military wife who was working in advertising in New York, but wanted to move to North Carolina to live with her husband. She met Allegra at a networking event while she was “fun-employed” and agreed to come into the gym to share what she liked about LearnVest. Joy mentioned working for the gym and eventually got hired as the gym’s only virtual trainer.

Crystal – her story started in California with a dream to live at some point in New York. She eventually moved to New York with another job and met Allegra at a networking event. She came to a few events at The Financial Gym and decided that she needed to become a member and then eventually became a financial trainer.

Alicia – met Shannon 7 years ago while Shannon was working at Bank of America and Alicia was working in corporate finance. Around the time Alicia was thinking about changing jobs, Shannon reached out to her to help build the Financial Gym on Long Island, which is where Alicia lives. She and Crystal were in the first official training class of the Financial Gym.

Shannon asked the trainers the following questions:

  • What is the best part about the job as a financial trainer and what’s the worst?
  • What are some client stories the good or the bad?
  • How would you describe your trainer style?

Random Three Questions

  • Vanilla or Chocolate?
  • Vodka or Something Brown?
  • What do you like the binge watch?
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Shannon is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for everyone.

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