Adero Partners’ Post

Excited to share my latest episode on the Disruptive Successor Podcast! I had the pleasure of speaking with host Jonathan Goldhill about the intricacies of generational transitions and how to navigate business succession planning, the emotional side of financial transitions (especially for women!), the powerful tool of the family love letter, and so much more. Listen today! #nextgenleaders #disruptiveleadership #disruptivesuccessor #finance #financialplanning #financialfreedom https://buff.ly/3TVbd5Y

A new episode of the Wealth Beyond Riches Podcast is out now! This week, I reveal what you need to consider when looking for a financial advisor! From designations, to fees, to the personal values of the advisor themselves, I cover everything! Watch on YouTube → https://lnkd.in/e4hTudcG #WealthBeyondRiches #FinancialPlanning #FinancialAdvisor #FinancialFuture #FinancialGoals

Thankfully, more and more financial advisors are approaching investments as just one piece of a client’s financial picture – not the whole picture. Financial planners can have the most impact on client outcomes through their non-investment advice. Thanks for having me on, Misty! #financialplanning

Exciting news for the 401(k) Marketing Podcast, we officially have video! 📽 In the first video episode of the 401(k) Marketing Podcast, we share 7 practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. #401kMarketing

I am spoiled by having a fantastic guest once again on this week’s Wealth Beyond Riches podcast episode, where I had an insightful chat with Susan Bradley, the brilliant Founder of the Sudden Money® Institute. Susan dives into the emotional and practical sides of managing financial windfalls and transitions. Whether you're approaching retirement, dealing with an inheritance, or facing an unexpected financial windfall, this episode has valuable strategies to help you maintain balance and make informed decisions. Check out the latest episode on YouTube at the link below! 📺 YouTube → https://lnkd.in/eyK_yr_6 #WealthBeyondRiches #WealthManagement #FinancialLiteracy #Transitions #FinancialFreedom #LegacyBuilding

In the face of divorce or the death of a spouse, the majority of women fire their financial advisors because they feel left out of that conversation. But consider this: 🔹 90% of purchasing decisions are made by women today 🔹 67% of all wealth in the U.S. will be controlled by women by the year 2023 🔹 51% of management jobs in the U.S. are held by women Said best by Shannon Spotswood, women are not a niche market. The takeaway for firms: It’s time to recognize that women are already at the table where financial decisions are made, and you should consider this when creating and marketing your offerings. Learn more insights from Shannon in this recent What Matters Podcast episode.

Join us for a thoughtful discussion in our latest podcast featuring Erik Soderborg from 90 Days from Retirement and Zacc Call, where we explore important aspects of financial wisdom. Gain insights into your financial future without fear. Access the full video or podcast https://buff.ly/3R7PveS #FinancialWisdom #RetirementPlanning #TaxTips #Investing #WealthBuilding #NoFearFinance #Podcast #Video #BeInformed

Join us for a thoughtful discussion in our latest podcast featuring Erik Soderborg from 90 Days from Retirement and Zacc Call, where we explore important aspects of financial wisdom. Gain insights into your financial future without fear. Access the full video or podcast https://buff.ly/3R7PveS #FinancialWisdom #RetirementPlanning #TaxTips #Investing #WealthBuilding #NoFearFinance #Podcast #Video #BeInformed

What do you talk about when you meet with your financial advisor? Take a listen to this podcast with Torre Prothro Wiley PhD and I as I share insights on how I engage with my wealth management clients. Thanks to PodPony and Brodrick Lothringer, MBA for capturing this conversation at #SHIFT2024. Catch the full episode on the Savvy Sibyl YouTube Channel. #HumanCentricFinancialPlanningAndAdvice #EngagedFinancialAdvice

📽 Lights, camera, action! 🎬 Check out our new video podcast where we reveal 7 winning ideas to enhance your follow-up process. Check out how you earn more 401(k) business faster—and, no special effects required 😜 #401kMarketing #VideoPodcast #BusinessTips #401k