57 min

Episode 62 - Navigating Financial Transitions: Insights from Jennifer Lee, Founder of Modern Wealth The Andrew Holland Podcast

    • Business

Jennifer Lee, founding partner of Modern Wealth, discusses her journey in the financial industry and her focus on helping women in financial transition. She shares her childhood experiences with her father, who was a financial advisor, and how it influenced her career path. Jennifer also talks about the importance of understanding one's money story and helping clients become more comfortable with money. She shares her insights on starting her own firm and the importance of finding a niche. Je...

Jennifer Lee, founding partner of Modern Wealth, discusses her journey in the financial industry and her focus on helping women in financial transition. She shares her childhood experiences with her father, who was a financial advisor, and how it influenced her career path. Jennifer also talks about the importance of understanding one's money story and helping clients become more comfortable with money. She shares her insights on starting her own firm and the importance of finding a niche. Je...

57 min

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