Women in finance share how they’re leading the great wealth transfer and reshaping client relationships for long-term success.
In this Women’s History Month special of Life Matters, Bill Bell and Jenna Washatka spotlight three powerhouse practice owners redefining what modern financial planning looks like as wealth shifts into women’s hands.
First, Deborah Stavis, CFP® and CEO of Stavis Wealth Transfer Solutions, shares how she built integrated, relationship-driven planning and why women’s readiness for the wealth transfer is about confidence, not competence.
Then Jennifer Larson and Jessica Walker, co-founders of Wohlstand Wealth Strategies, explain how they designed a client experience that helps women feel seen, heard, and empowered, plus how community leadership and a true partnership model can strengthen outcomes for clients.
If you serve families, business owners, or multigenerational clients, this episode is packed with perspective you can apply immediately, especially as the “women’s market” becomes the mainstream future of wealth.
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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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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