Life Matters – A Penn Mutual Podcast

Wealth Under New Management: Elevating Your Practice with Women in Finance

Episode Summary

Jeri Turley of Winged Keel & Eryka Morehead of Collaborative Planning Group join Jenna Washatka for Part 1 of our special ‘Women in Finance’ series.

Episode Notes

Optimize your professional toolkit with our must-listen 'Women in Finance' edition on the Life Matters podcast. This episode brings together industry trailblazers Jeri Turley, Principal at Winged Keel, Eryka Morehead, President and CEO at Collaborative Planning Group, and our insightful guest host Jenna Washatka, Director of Advanced Sales.

Essential Insights for Financial Professionals:

1. Empowerment through Economic Influence:

• Unlock the potential of female financial advisors in capitalizing on the growing wealth controlled by women.

2. Fostering Female Leadership in Finance:

• Dive into actionable steps for attracting and sustaining female talent within the finance sector. Explore proven methodologies to bolster engagement and enhance the leadership pathways for women in finance, ensuring a diverse and dynamic workforce.

3. Navigating Industry Evolution for Enhanced Client Services:

• Stay ahead of the curve with the latest innovations in underwriting and product offerings. Learn how these advancements can transform your financial practice, elevating the client experience to new heights.

Activate Your Professional Growth: Join us to gain invaluable insights and strategies designed to empower financial professionals in shaping a more inclusive and innovative industry. Whether you're looking to expand your knowledge base, integrate cutting-edge practices into your work, or contribute to the advancement of female professionals in finance, this episode is your go-to resource for actionable insights and inspiration. Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.com

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Presented by Penn Mutual
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This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 

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