You may be overlooked by some financial service providers; yet, you are hiding in plain sight. That’s why the selection of a wealth advisor is extremely important and key component to managing your financial resources.
Lisa Anderson, a Certified Public Accountant and leadership coach, is known for her award-winning techniques and solutions that propel small businesses beyond the plateau to growth. She uses her over 20 years of entrepreneurial experience helping businesses in three key areas: optimizing operational efficiencies, increasing revenue, and building sustainable infrastructure. A powerful statement Lisa made
Sonya Smith-Valentine is a financial confidence expert and the President of Financially Fierce. She accelerates the development of professional and executive women through financial confidence training. Providing women with financial confidence increases the upward trajectory of their careers. Listen in as Sonya shares some key smart money points: Listen to your heart and gut, because
So happy to welcome back, success coach, Dr. Nicole Cutts. Nicole is a 20+ year licensed clinical psychologist. She inspires and empowers women to find their life’s work and unleash their true potential. Understanding who you are, what you value and what motivates you are key discoveries you may experience working with Nicole. Listen in
Chelsea Emery is Editor-in-Chief of Financial Planning, SourceMedia’s flagship brand covering wealth management. Early in her career as an intern at Bloomberg, she wrote an extremely successful article about business students day trading using the funds from their student loans. This article got picked up by many publications around the country. In today’s terms,