Payel is my firm's Chief Investment Officer. Loring Ward, her company and my longtime partner, gives myself and my clients access to some of the best financial minds in the business.
Payel offers her perspective on both the technical and emotional sides of finance. She talks about how she learned she could help people as a financial advisor, and all the key emotional skills she had to master to help clients achieve financial stability and abundance. She also discusses trends among women investors, and how to build a community of women that can help you get comfortable with investing and finding the right advisor for you.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508.
First we address the internal nature of most money-related obstacles. It's crucial that you dismantle negative assumptions about your money competence in order to move forward and craft your ideal life. Wealth is out there for you; you just need a solid plan, a kick-ass attitude, and some sound advice to achieve your financial goals.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508.
For the second week of Women's Financial Freedom Month,we're joined by the spectacular Manisha Thakor. Manisha is not only a CFA and CFP, but a former investment portfolio manager and an author passionate about helping women empower themselves by understanding money.
Manisha talks about her concept of "money zen" -- the point where you don't worry about money because you're well-prepared and well-supported -- and how you can reach it. She also identifies the three main things that often hold women back from achieving this sense of peace about money, and provides some workable solutions for beating these blocks.
And, just like last week, I am offering you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508.
Welcome to Financial Freedom Month!
To kick things off, we've got a solo episode packed with advice to right your financial ship -- or to keep you on the stellar journey you've started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relates to your goals.
Then I delve into all the big and small things you should keep in mind when finding a financial advisor, from the letters after their name, to the comfort level of your relationship, to your preference for working with a woman or a man. All of these considerations are important since working with a great financial advisor can be an incomparable investment in the quality of every aspect of your life.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508