Tag Archives: Women

Ep 57: Guiding Suddenly Single Women – With Steph Wagner



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:

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


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



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