Episode 15 – Planning for Female Business Owners and Professionals
April 23, 2024
In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector.
This episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shared for empowering female clients through personalized advice and structures. Practical takeaways offer ways to better serve the needs of women in business through financial guidance.
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This week on Building Wealthy Habits:
0:00 Challenges faced by women business owners and professionals.
6:53 Gender roles, financial planning, and the challenges faced by women in business.|
14:05 Financial planning for women, emphasizing empathy and creating a safe space for questions.
18:29 Tailored financial strategies for female professionals and business owners.
22:53 Holistic and personalized financial guidance for women entrepreneurs.
Connect with Jeremiah:
- LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
- Email: Jeremiah@tricordadvisors.com
Connect with Laura:
- LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
- Email: Laura@tricordadvisors.com
Connect with Randy:
- LinkedIn: https://www.linkedin.com/in/rkbarkley/
- Email: Randy@tricordadvvisors.com
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