Empowering Internationally Born Clients Through Financial Planning

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her firm.
Jane now serves over 25 clients, offering project-based, hourly, and coaching services while rapidly growing her practice. We explore the unique challenges and opportunities of working with international clients, including how to ask the right questions during prospect calls and the technical aspects of providing financial planning in this space.
Jane also shares the powerful impact that content marketing has made on building her prospect pipeline and how she leverages her podcast, “The International Money Café,” to connect with her ideal clients. We dive into her vision of expanding Elgon Financial Advisors into an enterprise firm and her network's role in supporting her professionally and personally, especially as she balances caring for family abroad.
This conversation is packed with insights on cultural understanding, business growth, and financial planning for foreign-born individuals. You won't want to miss it!
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[@JaneMepham]

Thank you Maddy for having me on the show.