Inside minutes of talking with Jessica Blood, a founder and managing associate at PlanWise
Monetary Group, it’s clear that being relatable and actual are qualities that matter greater than ever to her and her purchasers. Like so many ladies in the course of the pandemic, she’s been perfecting her juggling abilities as she runs a flourishing apply, homeschools her two kids via COVID-19 distance studying, and onboards her husband, who has just lately joined because the agency’s chief funding officer. Balancing all of it with digital shopper conferences has revealed an sudden silver lining—even better authenticity that’s breaking down boundaries for her and her purchasers, leading to deeper, extra significant relationships.
In recognition of Ladies’s Historical past Month, we’re introducing our Valiant Ladies of Commonwealth collection, celebrating advisors who’re striving to make a distinction—and thriving whereas doing it. On this dialog with Commonwealth’s Christin Clohosey, program supervisor in Apply Administration, Jessica talks about new development alternatives rising in the course of the pandemic and why there’s by no means been a greater time for ladies on this trade. Watch the video to be taught extra about Jessica’s journey.
Subsequent: Valiant Ladies of Commonwealth: For Alex Levi, Authenticity Issues
