Latest / The Executive Financial Planning Podcast
"Shining a Light on a Woman's Journey to Financial Wellness" with Heather Ettinger
62% of women leave meetings with their financial advisor more confused than when they walked in. 80% of high-net-worth women either don’t have an advisor or don’t like the one they’ve got. Matt sits down with Heather Ettinger — 37-year industry veteran, founder of Luma Thrive, and author of Lumination, to expose why the industry keeps failing smart, successful women and exactly what to demand instead: an advisor who helps you manage your life, not just your money.If you’ve ever nodded through a jargon-filled meeting and left with more questions than answers, this episode hands you the…
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