Loreen Gilbert - WealthWise Financial Services
Episode 365 of the Exit Coach Radio podcast, hosted by Exit Coach Bill Black, titled "Loreen Gilbert - WealthWise Financial Services" was published on July 3, 2020 and runs 20 minutes.
July 3, 2020 ·20m · Exit Coach Radio
Summary
Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed. 1-Minute Sections: 3:18-4:35: Status of the market and what investors should be looking at now. 12:08-13:05: 10 year goals for WealthWise and financial service industry. 14:09-15:01: Importance of building a collaborative team spanning across various disciplines. We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Episode Description
Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices.
In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.
1-Minute Sections:- 3:18-4:35: Status of the market and what investors should be looking at now.
- 12:08-13:05: 10 year goals for WealthWise and financial service industry.
- 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!