The Flexible Advisor

The Flexible Advisor


Ep 45: Women and Financial Wellness – With Heather Ettinger

March 04, 2021

In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co. Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – … Continue reading Ep 45: Women and Financial Wellness – With Heather Ettinger →