This week’s episode takes you behind closed doors of 100s of private wealth management meetings, what people talk about (or don’t) and where we see the industry going in the next 10+ years (hint, more women). We deep-dive into the massive wealth gap for women and how to fix it, why financial jargon can be a barrier for potential investors, the importance of focusing on relationships when it comes to wealth management and simple strategies to reduce surprises in your family’s finances.

This episode originally aired on Brandon Bruckman’s ‘Retired Real Estate Investor’ podcast.

Make sure to tune in!