The Network Build Grow Podcast: Relationships that Scale
What if the thing holding back your financial future isn't how much you earn or what you invest in — but the fact that no one ever taught you the why behind your money? And what if the same goes for your business — the secret to growth isn't working a room harder, but building genuine relationships on your own terms? In this warm and practical episode of the Network Build Grow Podcast, host Melissa Taylor sits down with Pam Horack, CERTIFIED FINANCIAL PLANNER™, founder of Pathfinder Planning, and the personality known to her clients as "Your Financial Mom," for a conversation that blends two powerful worlds: planning-first financial advice for everyday people and authentic, introvert-friendly networking. Top Takeaways * Planning comes before products — a real financial plan starts with your values, goals, and the why, then the investments make sense. Budget matters, but it's not where you begin. * Ask what you're retiring to, not just what you're retiring from — many people hit retirement with no idea what comes next. * Your own industry association is an overlooked goldmine — like-minded peers who serve a different client can become your best referral partners. * Networking and professional development go hand in hand — don't dismiss your industry group as "just" professional development. * Invent a persona that sticks — people may forget your name, but they'll remember "Your Financial Mom." A memorable tagline makes you unforgettable in a crowded room. * Untangle your business from your personal finances — if the two are jumbled together, you can't even tell whether you have a viable business. About Pam Horack Pam Horack is a CERTIFIED FINANCIAL PLANNER™ and the founder of Pathfinder Planning, a planning-first firm she launched in 2010 to make financial planning, wealth management, and investing accessible to regular working families — not just those with a million dollars in investable assets. Known professionally as "Your Financial Mom," Pam brings a warm, human, education-driven approach to helping people get their financial lives in order so they can grow into their goals. Beyond planning and asset management, Pam has expanded into serving small and micro-business owners through her signature focus on untangling business and personal finances. Her "Financial Mom" persona powers her speaking, workshops, and business development — and she has a book on the way. A self-described introvert, Pam has built the majority of her business through referrals and authentic, relationship-first networking. Resources & Links 🌐 Network Build Grow Community: networkbuildgrow.com 💼 Pathfinder Planning — Planning-first financial advice, wealth management, and small business financial planning 👩👧 "Your Financial Mom" — Speaking, workshops, and financial education (book coming soon) Subscribe & Connect If this episode gave you a new way to think about your money, your business, or showing up more confidently when you network, please subscribe, leave a review, and share it with a fellow entrepreneur, business owner, or anyone who could use a little financial mom wisdom. 👉 Not yet part of our community? Visit networkbuildgrow.com to join us. 🔔 Subscribe for weekly conversations on networking, leadership, branding, and business growth 🌐 Join the Network Build Grow community at networkbuildgrow.com
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