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