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Christine Shaw, CEO of InvestmentNews and host of the Her Success Matters podcast, spoke with Luma Wealth Founder and CEO, Heather Ettinger, for her perspective on how advisors can help women succeed. In addition to sharing how she became passionate about helping women and their families achieve their financial goals, Heather addresses the issues many women face and how to tackle them, how COVID-19 has impacted women’s wealth goals and why she believes an integrated approach to financial wellness works best.
In addition, Heather talks about how Luma Wealth has been helping clients weather the pandemic storm and re-evaluate their life goals.
Listen to the podcast for insight into our uncommon approach to wealth management, highlights from Heather’s new best-selling book, Lumination: Shining a Light on a Woman’s Journey to Financial Wellness and why she wrote the book. You’ll also learn how Ruth Bader Ginsberg inspired Heather’s career and continues to motivate her to “Fight for the things that you care about, but do it in a way that will lead others to join you.”
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