29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors episode artwork

EPISODE · Sep 15, 2025 · 31 MIN

29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors

from Knowing Me, Knowing You · host Marla Sofer

What if wealth management didn’t just serve the wealthy?Laura Combs is flipping the script on who gets access to high-quality financial advice. As Executive Managing Director at Mercer Advisors and co-founder of its Wealth Path Group and InvestHERS initiative, Laura is on a mission to make comprehensive, values-aligned financial planning accessible, whether you’re managing $10,000 or $10 million.In this episode, Laura shares how she “fell into finance” during the 2008 crisis, why she believes every client deserves a family office experience, and how her personal mantra, “Go for it,” has shaped her bold leadership style.From empowering emerging investors to building a nationally recognized community for women in finance, Laura is proving that inclusive wealth management is the future of the industry.✨ Tune in to hear how she’s leading the charge toward a more equitable and impactful financial system.Connect with us! Laura Combs on LinkedInMercer AdvisorsMarla Sofer on LinkedInKnomee

Episode metadata supplied by the publisher feed · Published Sep 15, 2025

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What if wealth management didn’t just serve the wealthy? Laura Combs is flipping the script on who gets access to high-quality financial advice. As Executive Managing Director at Mercer Advisors and co-founder of its Wealth Path Group and InvestHERS initiative, Laura is on a mission to make comprehensive, values-aligned financial planning accessible, whether you’re managing $10,000 or $10 million. In this episode, Laura shares how she “fell into finance” during the 2008 crisis, why she beli...

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29. Go for It: How Risk-taking has Paid Off for Laura Combs, Executive Managing Director of Mercer Advisors

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