Helping Women Navigate the Financial Industry with Debra Morrison

Helping Women Navigate the Financial Industry with Debra Morrison

After a visit to the New York Stock Exchange, Debra Morrison, CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career and her agency, and has been an advocate for women to empower them to gain confidence in the financial industry.

Debra answers the questions about women struggling to find their voice in their finances, being irrational and the emotions women face when entering the financial conversation. As a financial coach at Women Navigating Finances, a certified grief coach, and a transformational keynote speaker, Debra brings gold to this week’s episode of Bridging The Gap.

As a bonus, here's a free gift for listeners of the Bridging The Gap podcast: "The Jumpstart Checklist" Women Navigating Finances

DEBRA L. MORRISON, CFP® is an Int’l transformational speaker, retired from 42-yrs. Practicing Fiduciary Financial Planning & Asset Management as a CERTIFIED FINANCIAL PLANNER™ with both her Master’s Degree in Retirement Planning, as well as the Accredited Estate Planner Designation. She now serves women as a Financial Coach in her new company, Women Navigating Finances.

Debra’s special personal attributes & seasoned wisdom have landed her on CNN, ABC, MSG’s Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, Nation’s Business, Ladies Home Journal, Business Week, The New York Times & Reader’s Digest (of which her mom is most proud).

After giving pro bono financial planning and asset management service to 8 widows, 1 widow and a 12-yr old orphan after the 9/11 tragedy, Debra obtained her Grief Coach Certification. She dovetailed financial and grief recovery coaching into her Amazon best selling book, My Husband Died Now What? A Widow’s Guide to Grief Recovery & Smart Financial Decisions.

She is expert at unwinding emotions from money, cutting to the salient facts, and explaining winning investment strategies using easy-to-understand everyday analogies. And she does so with generous helpings of humor, motivating audiences to feel empowered about their finances, regardless of their life circumstances. She coaches women to be intentional about living and smelling the flowers, knowing first-hand that life is not a dress rehearsal. She speaks of her 2 most important assets as TIME & HEALTH and encourages investors to use money as a TOOL to enhance their lives.

Debra can be reached at Team@WomenNavigatingFinances.com or 973-706-8924.

Widow Empowerment by Debra L Morrison: Widow Empowerment Group by Debra L. Morrison | Facebook

Women Navigating Finances: Women Navigating Finances | Facebook

Women Empowerment by Debra L. Morrison: https://www.facebook.com/WomenEmpowermentbyDebraLMorrison

LinkedIn: https://www.linkedin.com/in/debralmorrison/

Instagram: https://www.instagram.com/debralmorrison/Or visit her website for a free gift: www.WomenNavigatingFinances.com/10Mistakes

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(200)

Digital Workers & Robots: What Advisors Should be Watching

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Juni 22min

The Biggest AI Questions Advisors Are Asking

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Maj 32min

How AI Is Quietly Transforming Wealth Managment

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Maj 24min

The Invisible Rules Running Your Firm

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Maj 24min

Why Dunbar's Number Doesn't Define Your Capacity

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Maj 24min

Your CRM Knows Everything

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Apr 27min

The Questions You Are Not Asking

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Apr 31min

Capacity Without Purpose is Just More Busy Work

Capacity Without Purpose is Just More Busy Work

Creating capacity through AI is only half the equation. In this episode of The FutureProof Advisor, I explore why so many firms are working harder than ever despite having better tools than ever — and...

16 Apr 27min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
uppgang-och-fall
rss-borsens-finest
svd-tech-brief
avanzapodden
bathina-en-podcast
rss-dagen-med-di
24fragor
lastbilspodden
fill-or-kill
kapitalet-en-podd-om-ekonomi
borsmorgon
rss-den-nya-ekonomin
rss-inga-dumma-fragor-om-pengar
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
dynastin
affarsvarlden