Tag: Life Transitions
Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

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To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. 

Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career or in retirement. Elisa talks with Laura Gregg and David Partain about the power of moving client conversations beyond retirement planning to understand when they may need a career pivot and how that can deepen your client relationships. 

Elisa discusses: 

  • How effectively C-level executives can be coached
  • The power of writing your tomorrow story
  • Building a successful retirement life portfolio
  • Planning so there’s no regret after selling a business
  • The You Pivot™ Program
  • Why your words matter
  • And more

Resources:

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About Our Guest:

Biography

Elisa K Spain is an executive life coach. Building on her own professional and personal  experience, her coaching approach has evolved from executive coaching to coaching  executives in living their full lives. Her clients include CEOs and C-suite executives from Inc.  500 companies, Crain’s Fast 50, Chicago Tribune’s Top 100 Workplaces, and Crain’s Largest  Privately Held Companies. 

Elisa created the YOU PIVOT™ Program to guide her clients through career and life  transitions. Understanding that careers, like software, require updates to keep them fresh,  this immersive program catalyzes leaders to embrace change and explore a better version  of themselves.  

Elisa’s experience as an executive at Northern Trust, 15-years as a Vistage Peer Advisory  Board Master Chair, coupled with her successful pivot from the corporate world into  entrepreneurship, has shaped her perspective. She holds an MBA from Kellogg GSM,  Northwestern University; CFA, Level I; and a BS from Florida International University. She is  a partner and investor with Social Venture Partners – Chicago, and a member of the  Advisory Board for the Independence Equity I, LP Venture Fund. 

Every Sunday, Elisa publishes stories about transitions, including sharing the life lessons  from the storytellers she interviews. You can read and subscribe to these Sunday  Stories here.

 

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Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis

Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis

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Many women experience major life transitions like divorce or widowhood. As an advisor, you can be a key support pillar for your clients by educating and empowering them to make informed financial decisions, even during difficult times.

In this episode, Stacy Francis, President and CEO of Francis Financial and Founder of Savvy Ladies, joins Laura Gregg and David Partain to share strategies that financial advisors can use to assist and support women as they navigate the financial implications of life transitions.

Stacy Francis discusses: 

  • Her ‘why’ for building a firm focused on helping women through transition
  • How being vulnerable as an advisor can help build trust with clients
  • The number one quality women going through a divorce look for in an advisor 
  • Unveiling the Unspoken Truth, her research on women, money and divorce 
  • Resources to serve women experiencing financial and emotional transitions

Resources: 

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About Our Guest: 

Stacy Francis, CFP®, CDFA®, CES™

Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. She has mastered specialized training in the financial issues of divorce and is the Director of the Association of Divorce Financial Planners (ADFP) Greater New York Metro Chapter. Stacy is also the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances. 

She is a nationally-recognized financial expert featured on CNBC’s Digital Financial Advisor Council, the Forbes Finance Council, Kiplinger, and The Wall Street Journal. Stacy is the host of Financially Ever After, a podcast focusing on women, money and divorce. She is also the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce

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