In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation. From navigating vacation disagreements to negotiating $300 sneakers, Julina and Peggy unpack the real-life breakdowns and breakthroughs that happen when families talk about money, emotions, and priorities. Peggy introduces her signature 5 Cs of Communication: conversations, collaboration...
All content for Women on Wealth, By Women For Women is the property of Julina Ogilvie 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.
In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation. From navigating vacation disagreements to negotiating $300 sneakers, Julina and Peggy unpack the real-life breakdowns and breakthroughs that happen when families talk about money, emotions, and priorities. Peggy introduces her signature 5 Cs of Communication: conversations, collaboration...
Advisor's Alpha: Unlocking the True Value of Financial Advice
Women on Wealth, By Women For Women
47 minutes
11 months ago
Advisor's Alpha: Unlocking the True Value of Financial Advice
Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode reveals how financial advisors can deliver a 3% "Advisor Alpha" and guide clients through every phase of life. Show Highlights: Vanguard and their role (2:11) Advisor Alpha, starts with 3% (4:36) The importance of behavioral coaching (9:52) Optimal por...
Women on Wealth, By Women For Women
In this episode of Women on Wealth, Julina Ogilvie sits down with communication expert Peggy Bud to explore one of the most powerful tools in both family life and financial planning, intentional conversation. From navigating vacation disagreements to negotiating $300 sneakers, Julina and Peggy unpack the real-life breakdowns and breakthroughs that happen when families talk about money, emotions, and priorities. Peggy introduces her signature 5 Cs of Communication: conversations, collaboration...
