EPISODE · Mar 29, 2023 · 39 MIN
#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial
from Financial Advisor's Workshop with Brian Kasal · host Brian Kasal
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com Stacy Francis (http://www.francisfinancial.com/) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. In this episode, Brian and Stacy discuss: Money Gives You Options Financial Issues When Dealing With Divorce Communicating With Clients During Divorce Building a Thriving Financial Advisory Business LinkedIn: https://www.linkedin.com/company/francisfinancialinc Twitter: https://twitter.com/francisfinance Facebook: https://www.facebook.com/FrancisFinancialInc/ To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Embed this episode
Ready to play
#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.