How Great Teams Grow with Amy Holtz | Women & Wealth

“I used to run my business. Now it runs me.”

It's a serious issue that nearly every entrepreneur, small business owner and founder faces.

Amy Holtz is a Certified EOS Implementer for EOS Worldwide specializing in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals through helping to implement a complete, proven system with simple, practical tools.

Amy joins Regina to discuss what she has experienced first hand as a professional woman as well as the challenges and obstacles she’s faced.

Additionally, Amy shares her vision for retirement, more about EOS and her mission for her clients, and what she means by “success is about sustained discipline”.

Episode Highlights:

0:00 - Introduction
0:39 - Intro to Amy
2:36 - More about EOS
7:26 - “Success is about sustained discipline”
10:25 - Challenges Amy has experienced as a professional woman
13:41 - Amy’s vision for retirement
14:45 - What type of person does Amy add the most value to?
18:39 - Action item and episode wrap-up


ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.


CONNECT WITH REGINA

Website: https://www.forgewealth.com
LinkedIn:   / reginamccannhess  
Facebook:   / forgewealth  
Instagram:   / forgewealthmanagement  
YouTube:    / @forgewealth  
Email: [email protected]

CONNECT WITH AMY HOLTZ

LinkedIn:   / amykholtz  
Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org
Investment advice offered through Private Advisor Group, a registered investment advisor.
Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.