Inside the Flows - Episode 17

In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nester, Phil shares why these moments require more than traditional financial advice and how life planning can help women move forward with clarity, confidence, and purpose. The conversation explores why listening is one of the most valuable skills an advisor can develop, how meaningful financial planning begins by understanding what truly matters to clients, and why building the biggest portfolio isn't always the same as building the best life. Along the way, they discuss the Great Wealth Transfer and why advisors who understand the unique needs of women in transition will be better positioned to build lasting relationships for generations to come. 00:00 Phil Weiss's Background and Career Journey 03:52 Life Planning and Its Importance 08:36 The Role of Trust in Financial Planning 11:56 The Value of Hiring a Financial Advisor 12:18 Market Recap and Current Events 20:34 The Great Wealth Transfer and Its Implications 22:32 Approach to Women Facing Life Transitions 30:37 Looking Forward: Family and Future Plans Links: Apprise Wealth Management - https://apprisewealth.com/ Evan More Than Money (Book) - https://a.co/d/0eIB0kBG Phil's LinkedIn - https://www.linkedin.com/in/philip-weiss NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229