Welcome to Part 2 of this special 'Women of Finance’ edition of Life Matters, featuring Melanie Colusci, President at Bridger Financial Group and Joanna Craney, Founder, Partner, and Special Needs Planner at Empowered Financial Strategies, alongside guest host and Director of Advanced Sales, Jenna Washatka.
Key Takeaways for Financial Professionals:
1. Growing Need for Female Financial Professionals: Learn why the financial services industry needs to recruit and retain more women.
2. The Importance of Mentorship: Understand why mentorship is paramount to engaging and empowering female financial professionals.
3. Harnessing New Technology: Gain insights into the latest ways that technology is being used to innovate and shape financial practices.
Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.
02:42 – Bridger Financial Group Overview
03:17 – Empowered Financial Strategies Overview
04:35 – Getting into Insurance: Barriers and Challenges
08:52 – Moving Confidently into Financial Services as a Female
10:58 – How are female financial professionals uniquely equipped?
15:43 – Female Mentors in the Industry
19:00 – Advice to your Younger Self in the Industry
22:58 – Industry Trends
27:00 – What makes Penn Mutual Special?
Have a question or comment for Bill? Drop him an email at: lifematters@pennmutual.com
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This podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits, and provisions vary by state.
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