The Evolving Advisor Podcast

Ep 007: Brit Leiser: SavviHer – The Financial Resource for the Modern Woman

Episode Notes

In this episode, Jeff and Brit discuss:

• How Brit evolved from a retail space to embracing her background and love of finances.

• The creation of SavviHer to better serve women in the financial advising world.

• The impact of women in the wealth management field.

• How financial advisors can utilize the resources provided by SavviHer to best serve their female clientele.

Key Takeaways:

• Women, historically, have felt underrepresented and misunderstood by the financial services space.

• Introducing girls and young women to the wealth management field early will give them an idea of a field that they may have known nothing about.

• Courses are currently available, with more to come, and there are more formats of content available through SavviHer to help everyone understand financial management.

• It pays to start now and learn and understand your options.

"The mission of SavviHer is to empower every woman to own her financial future. Women can, and should, do this." — Brit Leiser

*Connect with Brit Leiser:  *

Twitter: @_AdvisHER

Facebook: SavviHer

Website: FinanciallySavviHer.com

Pinterest: SavviHer | Personal Finance

YouTube: SavviHer

Instagram: @financially.savviher

LinkedIn: Brittan Leiser

Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/