EPISODE · Oct 30, 2024 · 36 MIN
Lacy Garcia, Valery Molone | IG Live
from Office Hours with David Meltzer
Lacy GarciaLacy Garcia, Founder and CEO of Willow, created the wealthtech platform to help women and NextGen investors find compatible financial advisors who truly understand their needs. Her inspiration came from her own experience as a financial advisor and her personal journey through a challenging divorce, where she found the financial guidance she received impersonal and lacking empathy. Supported by BlackRock, Willow’s platform has gained industry recognition and was named a 2024 Wealth Management Awards Finalist for its innovative “dating-app” style matching, which uses AI to connect clients with advisors based on personality traits and shared interests, creating deeper connections.Valery MoloneAs a life and leadership coach, podcast host, and spiritual mentor, Valery specializes in guiding individuals through inner transformation to achieve outer success. With a passion for helping others overcome adversity and lead purpose-driven lives, her approach combines deep inner work with practical leadership strategies. Through the Inner Power Insights podcast, she explores inspiring stories from guests with unconventional careers and unique life journeys, offering valuable lessons for personal growth. Drawing on her knowledge of Eastern spiritual techniques, Valerie skillfully integrates these practices into Western lifestyles, fostering balance and deeper fulfillment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What this episode covers
Lacy GarciaLacy Garcia, Founder and CEO of Willow, created the wealthtech platform to help women and NextGen investors find compatible financial advisors who truly understand their needs. Her inspiration came from her own experience as a financial advisor and her personal journey through a challenging divorce, where she found the financial guidance she received impersonal and lacking empathy. Supported by BlackRock, Willow’s platform has gained industry recognition and was named a 2024 Wealth Management Awards Finalist for its innovative “dating-app” style matching, which uses AI to connect clients with advisors based on personality traits and shared interests, creating deeper connections.Valery MoloneAs a life and leadership coach, podcast host, and spiritual mentor, Valery specializes in guiding individuals through inner transformation to achieve outer success. With a passion for helping others overcome adversity and lead purpose-driven lives, her approach combines deep inner work with practical leadership strategies. Through the Inner Power Insights podcast, she explores inspiring stories from guests with unconventional careers and unique life journeys, offering valuable lessons for personal growth. Drawing on her knowledge of Eastern spiritual techniques, Valerie skillfully integrates these practices into Western lifestyles, fostering balance and deeper fulfillment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Lacy Garcia, Valery Molone | IG Live
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