Month: May 2023

FEATURE
Unmasking the Emotional Side of Money with Christine Luken (Ep. 16)

Unmasking the Emotional Side of Money with Christine Luken (Ep. 16)

By |

Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field.

In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance, shedding light on how their respective roles in financial advising have greatly profited from the realization that money is intricately tied to our emotions.

In this episode, you’ll learn:  

  • Christine’s personal journey with money: the catalyst behind her entry into the financial landscape, her drive to acquire financial knowledge, and her expertise in the realm of behavioral finance
  • Developing a balance between wise money management and emotional intelligence
  • Mastering your voice of reason over your voice of emotion
  • How to become self-aware of your personal money story
  • And much more!

 

Connect with Christine Luken: 

About our Guest: 

Ready to master your money and become a financial success? Then you need Christine Luken, the Financial Dignity® Coach in your corner!

As the Founder of the Financial Dignity® Movement & a Certified Financial Counselor, Christine has coached hundreds of high earning professionals to pay off staggering amounts of debt and massively increase their net worth over the past fourteen years.

Christine’s three books, Money is Emotional, Manage Money Like a Boss, & Financial Dignity® After Divorce, have landed her over 100 podcast, TV, and radio interviews, establishing her as the authority on money and emotions.

When she’s not coaching clients from her office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

By |

The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors?

In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. 

In this must-listen episode, Lara Galloway sits down with Maddie Mitchell, Marketing Director at White Glove, to uncover the actionable strategies that can help advisors build a strong digital presence and establish credibility with this elusive demographic.

  • What next-gen investors look for while vetting financial professionals
  • The type of content that they find most compelling and engaging
  • The importance of proactively connecting with your existing clients’ heirs
  • How your digital footprint (online reviews, social media, etc.) factors into the decisions of next-gen investors
  • And more

Resources:

Connect with Maddie Mitchell:

About our Guest: 

Maddie Mitchell is an experienced marketing strategist, content creator, and social media specialist. As Director of Marketing at White Glove, she spearheads the B2B marketing strategy and collaborates with industry leaders to deliver educational resources and tools for financial professionals. Maddie is driven by her passion for empowering advisors to achieve their goals for growth through strategic marketing and the spread of financial education. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories