As 2023 starts to wind down and 2024 approaches, it’s natural for you to be in a season of reflection. How have you done on your goals for the year? Is there anything you wish you could have done or just done differently? Are you already thinking about what you want to accomplish in 2024?
A huge part of planning involves finances. Money is a necessary evil and is something that we are given and asked to be good stewards of by our Heavenly Father. It’s really easy for us to think about financial planning—and it’s a whole other ballgame to actually follow through with planning for our futures.
To help you as you wrap up this year and plan for the next one, we are dedicating the month of October to talking about financial planning—what it looks like, how you do it, and why it’s so important. Join host Jordan Johnstone as she interviews Kay Lynn Mayhue, President of Merit, which manages over 5 billion in RIA and Brokerage assets under management. Kay Lynn is passionate about helping people take their careers – and themselves – to exceptional levels, which is exactly what we hope you are able to do with the resources that 4word provides this month!
Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to be able to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in financial planning and leadership, her career expands over several areas, including advising clients, mergers and acquisitions, and strategic growth.
Kay Lynn worked her way up from an entry-level position to earn her seat at the C-Suites table as President of Merit, which manages over 5 billion in RIA and Brokerage assets under management. She holds her CFP®, AEP®, and RFC® and has been a critical decision-maker for two firms over the past twenty years. Kay Lynn has overseen multiple mergers and acquisitions over the past four years and has been recognized for her position as a female leader in the financial services industry.
She is passionate about helping people take their careers – and themselves – to exceptional levels. Kay Lynn’s influence in the industry and her drive for success is a driving factor in Merit’s ongoing growth and appeal to growth-oriented advisors.