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A Woman's Clarity®
C2P
31 episodes
1 month ago
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Education,
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Careers,
Self-Improvement
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All content for A Woman's Clarity® is the property of C2P and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Show more...
Investing
Education,
Business,
Careers,
Self-Improvement
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Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning
A Woman's Clarity®
38 minutes 9 seconds
1 year ago
Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning
Women being more likely to outlive their husbands1 but less likely to be in charge of the finances in the relationship2, is a recipe for disaster. Help your female clients better plan for their future and well-being by empowering them to become active, informed participants in their financial lives. Join host Kirsten Schlumbohm, and special guest, Lisa Chenet , CFF®, BPC®, Vice President of Operations at CLP Financial Group, as they discuss Lisa’s holistic approach to coaching female clients with candor and real examples from her practice, Lisa strongly recommends factoring in retirement, health costs, legacy planning and more when developing comprehensive financial plans. She provides strategies for overcoming challenges like the gender pay gap and the need for women's money to last longer in retirement. Lisa also offers savvy tips for finding the right financial coach and getting the whole family on board with financial literacy. Listen in to help your clients get proactive about securing their financial present and future.Resources:* The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement* Prosperity Capital Advisors (https://thebucketplanbook.com/) National Association of Certified Financial Fiduciaries (https://www.nationalcffassociation.org/) Statistics:* https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1523476/ (https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1523476/) * https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5279946/#:~:text=In%20American%20households%2C%20men%20are%20usually%20primarily%20responsible%20for%20household%20finances.&text=In%20the%20Cognitive%20Economics%20Study,knowledgeable%20person%20in%20the%20household (https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5279946/#:~:text=In%20American%20households%2C%20men%20are%20usually%20primarily%20responsible%20for%20household%20finances.&text=In%20the%20Cognitive%20Economics%20Study,knowledgeable%20person%20in%20the%20household). 
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!