Women – The Flexible Advisor

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

By The Flexible Advisor | September 10, 2021

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:

Connect With Stacy Francis:

Connect With Laura Gregg:

Connect With David Partain:

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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Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

By The Flexible Advisor | August 13, 2021

Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrounds through their volunteer network of financial planners that answer key questions during times of transition which has helped put women on the path to financial literacy and security.

In this episode, Laura Gregg and David Partain speak with Judy Herbst, Executive Director of Savvy Ladies to learn about the organization and how financial professionals from across the country are helping women create better financial outcomes for themselves and their families.

Judy Herbst discusses:

The history of Savvy Ladies
Who Savvy Ladies serves and how its mission has grown
How advisors are making an impact in women’s lives
The new community of financial professionals growing from this work
Virtual engagements makes volunteering less time consuming
And more

Resources:

FlexShares Exchange Traded Funds

Connect With Judy Herbst:

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Connect With David Partain:

About Our Guest:

Judy Herbst is the executive director of Savvy Ladies. She has over 20 years of relationship-building experience working with iconic brands such as Tiffany & Co, American Girl, and Worthy.com. Judy develops astounding programs and initiatives that educate and raise awareness about important issues affecting women, parents, and families.

She comes to Savvy Ladies with great knowledge and experience working with women throughout her career and brings her business acumen and creative, marketing & client relationship savviness along with her proven success record in developing, driving and executing business growth initiatives.

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Ep 57: Guiding Women Through Divorce – With Steph Wagner

By The Flexible Advisor | July 9, 2021

While divorce rates have decreased over the last 20 years according to the U.S. Census Bureau, the rates of divorce among baby boomers are increasing. Because family wealth tends to be much higher at this age, these divorces may present complex problems for clients.

In this episode, Laura Gregg and David Partain speak with Steph Wagner, Director of Women and Wealth at Northern Trust. They explore the meaningful impact that advisors can make – both financially and emotionally — when guiding women through major life changes and steps, advisors can take proactively to ensure couples are prepared for any unexpected transitions.

Steph shares:

Her own story of working through an unexpected transition
The risk of giving up your seat at the family financial table
The power story telling has on igniting conversations of hypothetical events
What to do if there appears to be financial infidelity in a relationship
Things to consider when a family business is involved
What to do – and not to do – when helping clients through a transition
And more

Resources:

Connect With Steph Wagner:

Steph Wagner’s Linkedin

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:

Steph Wagner, director of Women and Wealth at Northern Trust Corporation, has long advocated for women who find themselves single due to divorce or the loss of their spouse. She leads the firm’s advisory practice for women who are facing unexpected transitions and oversees our women’s initiative by elevating women. Over the years, Steph has developed a specialized expertise in utilizing financial strategies and empowering women with the resources they need to become effective stewards of their own wealth. She has worked extensively with women across the country to help them address the financial impact of widowhood, to secure equitable settlements, and marriage disillusions. And she has helped them establish a solid foundation for their next chapter

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Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

By The Flexible Advisor | March 19, 2021

Build the business of your dreams while serving clients with integrity, creativity, and compassion!

In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 advisors across the country, Rita shares how she’s helping advisors better grow their business using social media strategies, succession planning, forward-thinking problem solving, and more.

In this episode, you will learn:

Success stories of advisors who Rita has helped fine-tune and grow their business
Advisor characteristics that lead to success
How Rita’s unexpected lavender farm purchase is helping a new crop of small business owners
Why the advisory industry lacks women — and what we can do to change this
And more!

Listen in to learn about Affiliated Advisors and Rita’s mission to help you grow your business!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Rita Robbins on LinkedIn | Affiliated Advisors