Business veteran Suzanne Siracuse chats with Vanessa Martinez, CEO and managing associate of Expressive Wealth, to discover how holistic monetary planning and inclusive communication can remodel the consumer expertise. Vanessa shares her journey, rooted within the values instilled by her mother and father, who overcame academic limitations in war-torn Central America. This background formed her dedication to empowering purchasers by way of training and complete wealth administration.
Vanessa additionally discusses the necessity for monetary advisors to shift their methods within the face of longer lifespans, emphasizing longevity danger as a crucial consider planning. She highlights the significance of understanding numerous and blended household dynamics, going past assumptions, and specializing in significant communication with purchasers.
Highlights from this episode embrace:
- The function of psychology in monetary planning
- Why wealth administration isn’t just about numbers however about understanding purchasers’ behaviors, motivations and household buildings
- Her recent perspective on how advisors can construct extra impactful and sustainable practices by embracing variety
- How advisors can higher serve purchasers of the long run by adapting to evolving tendencies and really listening to their consumer’s distinctive wants
Join With Suzanne Siracuse:
Join With Vanessa Martinez:
About Our Visitor:
With 15+ years of wealth administration experience, Vanessa is devoted to aligning your monetary objectives with holistic well-being. Vanessa traveled overseas for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she acquired her MBA in finance at North Park College whereas gaining insights from her time at JPMorgan Chase. Her dedication to complete consumer wealth advisory led her to earn FINRA Sequence 6, 7, 63, and 65 certifications.
