Recently I had a conversation with Jessica Willis, Founder and CEO of Pocketnest discussing the importance of including women in financial planning practices, the value of women’s perspectives and experiences in creating comprehensive financial plans and the benefits of diversity and inclusivity in financial planning.

I share my practical strategies and real-life examples, making it clear how with the right support and opportunities, women can excel and unleash their true value.

Watch the full interview in the video below as we talk about how advisory firms can elevate women into leadership roles, adapt to the growing economic influence of women, and infuse the human side of finance into their practices.