39 min
#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis Financial Financial Advisor's Workshop with Brian Kasal
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- Investing
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
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
39 min