Navigating Wealth with Wisdom and Heart: A Conversation with Lisa Stone

Understanding Wealth Management with Lisa StoneIn this episode of the Silver Disobedience© Perception Dynamics™ podcast, host Dian Griesel discusses the intricacies of wealth management with Lisa Stone, a financial advisor and principal at Bernstein Private Wealth Management. They delve into topics like the emotional aspects of managing wealth, the importance of knowing your customer, and the significance of planning for the future. Lisa shares her journey into the field of finance, her experiences working with multi-generational families, and the proprietary wealth forecasting analysis used at Bernstein. This engaging discussion is packed with insights on how to make money last and the psychological elements of financial advising. Recorded at Manhattan Center's TV two studio, this episode is both informative and inspiring.Please SUBSCRIBE! I’m Dian Griesel, Ph.D. aka @SilverDisobedience to my hundreds of thousands of monthly blog readers. You can learn more about me here:   ⁠https://diangriesel.com⁠ But for starters…I am a perception analyst, counselor, hypnotherapist, author of 16 books and a Wilhelmina model. For 30 years I have helped my clients to achieve greater understanding as to how perceptions impact everything we do whether personally or professionally.This episode was recorded in collaboration with The Manhattan Center, New York City, New York. https://www.themanhattancenter.com/Show Run: 00:00 Introduction to the Podcast00:24 Meet Lisa Stone: Financial Advisor01:09 Understanding the Role of a Financial Advisor01:50 The Importance of Knowing Your Customer03:28 Emotions and Money Management05:16 Wealth Forecasting Analysis10:56 Core and Surplus Assets18:13 Lisa's Journey to Becoming a Financial Advisor26:47 The Joy of People and Relationships27:09 Dreams of Becoming a Therapist27:59 Family Dynamics in Wealth Management31:39 The Importance of Financial Education36:13 Planning for the Future44:48 Personal Fitness and Competitive Spirit50:41 Conclusion and Farewell