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Lauren Williams: Empathy, Expertise, and Empowerment: A Journey in Financial Planning
- 2025/04/23
- 再生時間： 26 分
- ポッドキャスト
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サマリー
あらすじ・解説
Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a holistic approach to financial planning that emphasizes empathy and flexibility, helping clients navigate life's transitions with understanding. She advocates for the human side of financial advising, believing that building trust and connection, rather than relying solely on AI, is crucial during emotional and financial transitions Listen to this informative Legacy Leaders episode with Lauren Williams about her holistic approach emphasizing empathy, global philanthropy, and the importance of human connection in advising clients through emotional and financial transitions. Here is what to expect on this week’s show: ● Be of service and find a niche: Specialize in a particular area, such as focusing on specific professions like doctors and nurses, and do it out of passion to protect your future in the financial planning career. ● Building trust and relationships: Prioritize building trust with current clients to encourage referrals and take time to get to know potential clients on a personal level during initial meetings to create a connection and bond. ● Utilize life experiences: Every personal experience, including financial and emotional transitions, can be valuable in helping clients navigate their own challenges. By sharing knowledge and guiding individuals through life events, financial advisors can offer meaningful support and lead them towards a more prosperous future. Connect with Lauren: Website: https://www.prosperplan.com/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices