#019: Anthony Stevens and Rebecca LeMunyon on Financial Advising, Creating a Client-Centric Culture, and Empowering Women in the Workplace

Today on the Cultivate Podcast, I’m sitting down with Anthony Stevens and Rebecca LeMunyon. Anthony is the Vice President of Equitable Advisors. He is dedicated to addressing the financial planning needs of families and business owners, leading workshops across the state. Anthony has been recognized nationally within Equitable as an Elite Leader for his continued success developing advisors in Central New York. He thrives on collaborating with family-owned businesses, drawing inspiration from his own upbringing in central New York, supported by a small family-owned business.  Rebecca is a financial advisor. She currently holds her New York Life and Health Insurance License and Investment Advisory and wealth management registraions thorugh FINRA. She is passionate about helping people develop their own personalized financial strategy plans. She has a supportive apporach that can help make well-informed decisions about your financial future and bring you peace of mind.  We touch on how their childhoods impacted their work ethic, how financial advising can be so rewarding, the importance of taking a client-centric approach, and hiring and empowering women in the workplace.  To follow Anthony on LinkedIn, click here.  To follow Rebecca on Facebook, click here.  To follow Rebecca on LinkedIn, click here.  To work with Rebecca, you can reach her at [email protected] To connect with Alex Canavan, click⁠ here⁠.  To connect with the Cultivate Podcast, click⁠ here⁠. To connect with the CNY Women's Network on TikTok, click ⁠⁠here⁠⁠. To connect with the CNY Women’s Network click⁠ here⁠.   UPCOMING EVENTS: Manifesting 2024 Ft. Kim Fischer (virtual): 1/27/24 @ 10 am – 2 pm; details & registration link⁠ here⁠. Monthly Breakthrough: Restorative Yoga Flow + Transformational Breathwork) at Vyana Yoga in Manlius, NY Saturday 1.27 @ 12:30-2:30pm - ⁠details⁠. CNY Women’s Summit: 3/8/24 at The Oncenter - Learn more ⁠here.⁠ For 20% off of your ticket, use promo code CULTIVATE20 at checkout.  This episode is brought to you by the ⁠CNY Women’s Network.⁠ AT CNY WOMEN'S NETWORK, WE BELIEVE IN THE POWER OF WOMEN COMING TOGETHER TO CONNECT, GROW, AND ELEVATE THEIR LIVES. BY CURATING DYNAMIC AND WELCOMING SPACES FOR PEOPLE TO DEVELOP PERSONALLY AND PROFESSIONALLY, WE ARE ABLE TO ENHANCE CENTRAL NEW YORK’S SMALL BUSINESS ECONOMY; EVERYBODY WINS.   This episode is brought to you by⁠ Kithe Studio⁠.   A 1,300 Square-ft creative studio in downtown Syracuse, New York.