Intro: Katherine Fibiger

Hi, my name is Katherine Fibiger, I’m from Fairfield, CT, and I just transitioned to a new RIA called Farther Finance. I am a financial planner at heart and love putting together the pieces of the puzzle to help my clients succeed.

I want to get these things from Vanguards:

  1. Identify the right niche market, and create a system to automate my lead generation of ideal clients
  2. Learn best practices around sales process and practice management to be able to effectively close and scale
  3. Grow my AUM as fast as possible without getting over-worked or over-whelmed

For fun, I like to:

  1. Travel as much as I can (which is not as much as I would like) to experience new places and cultures 
  2. Spend time with my family- summers at the beach and playing tennis, and winters in VT skiing (I wish they were big mountains as Mark wrote in his intro, but stuck with what we have here on the east coast)
  3. Cook great food, drink nice wine and see live music

#1. Vision


Maximize profits, get better clients, and have fun building a business you love.

Leaderboard (30-day)

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