Month: September 2024
Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

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Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.

Vanessa also discusses the need for financial advisors to shift their strategies in the face of longer lifespans, emphasizing longevity risk as a critical factor in planning. She highlights the importance of understanding diverse and blended family dynamics, going beyond assumptions, and focusing on meaningful communication with clients.

Highlights from this episode include:

  • The role of psychology in financial planning
  • Why wealth management is not just about numbers, but about understanding clients’ behaviors, motivations, and family structures
  • Her fresh perspective on how advisors can build more impactful and sustainable practices by embracing diversity
  • How advisors can better serve clients of the future by adapting to evolving trends and truly listening to their client’s unique needs

 

Connect With Suzanne Siracuse:

Connect With Vanessa Martinez:

 

About Our Guest:

With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with holistic well-being. Vanessa traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications.

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Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

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Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?

 Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.

Brian and Suzanne discuss:

  • How his father’s career in wealth management shaped his journey in the industry
  • Common frustrations and challenges faced by Independent Wealth Managers
  • The critical role of objective advice in helping advisors navigate their careers
  • The value of planning, discipline, and seeking external, unbiased guidance 
  • Avoiding the most common pitfalls that advisors and firms face in transition

 Connect With Suzanne Siracuse:

Connect With Brian Hamburger:

 About Our Guest:

Brian is an entrepreneur, attorney, columnist, and outspoken industry advocate for independent investment advisers.  For the past 19 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm. Brian was named an Innovator in InvestmentNews’ 2020 class of Icons & Innovators and included in “The IA25: Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry” in 2020.  In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management saying, “Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models. 

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