Helping Advisors Better Serve Women and Next-Gen Investors with Lacy Garcia

Many women and next-generation investors have struggled to find advisors who truly understand them. Finding the right fit, getting clear information, and building confidence to manage finances effectively are real challenges. However, the old-school client-advisor dynamic is changing, creating an era in which genuine human connections matter just as much as portfolio performance.

In this episode, Jack Sharry talks with Lacy Garcia, Founder and CEO of Willow. Lacy is a former financial services marketer turned financial advisor. She has spent her career at the intersection of financial services, women empowerment, and education. Lacy is passionate about helping advisors better serve women and the next generation of investors.

Lacy talks with Jack about how advisors can better serve women and next-generation investors. She discusses the importance of empathy, education, and empowerment and how the company's certificate programs empower advisors to meet clients' evolving needs. Lacy also shares her journey from educator and coach to a financial advisor and entrepreneur, highlighting how her experiences of feeling like an outsider in the financial world inspired Willow's creation. 

In this episode:

• [01:10] - Lacey's background and career
• [03:22] - Turning challenges into opportunities
• [05:40] - Willow's E3 model: empathy, education, and empowerment
• [10:08] - Creating a business that helps women and next-generation investors
• [13:54] - Willow's certificate programs
• [19:54] - How Willow empowers women and next-gen investors
• [26:01] - Lacy's key takeaways
• [26:43] - Lacy's interest outside of work

Quotes

"I felt the challenge that so many women and so many next-gen clients and investors feel in terms of finding the right financial advisor and getting the information, the education, and the confidence they need to take control of their finances." ~ Lacy Garcia

"The client-advisor model is changing. Its demographic and wealth transfer shifts are ushering in a new era where it's equal parts investment and human understanding." ~ Lacy Garcia

"Women want to be advisor-dependent, and they are loyal. And if you care about them and you do a good job, then they're going to tell their friends and their family, and they're going to recommend you." ~ Lacy Garcia

Links 

• Lacy Garcia on LinkedIn
• Trust Willow
• Jason Aronson
• Ivan Mitrovic

Connect with our hosts

• LifeYield
• Jack Sharry on LinkedIn
• Jack Sharry on Twitter

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