Ep 45: Women and Financial Wellness – With Heather Ettinger

By The Flexible Advisor | March 4, 2021

In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co.

Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – an advisory firm designed around serving and empowering women. Heather shares her passion for helping women design their intentional future through a path to financial wellness. She reveals a new way of approaching conversations with women that will help you better understand their goals and wealth management needs.

In this episode, you will learn:

Ways advisors can fine-tune their soft skills to build lasting client relationships
How to unravel the money messages of your clients to guide them on their journey
Why women often expect something more than money management
How financial empowerment can inspire women to become agents of social change
And more!

Tune in now for a new look at women and financial wellness!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Heather Ettinger on LinkedIn | Fairport Wealth | Luma Wealth | Lumination: Shining Shining a Light on a Woman’s Journey to Financial Wellness

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