Brandee Gaar

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Brandee is a proven sales + profit strategist with a decade-long track record for helping wedding professionals transform their businesses from expensive hobbies to thriving careers. 

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Today’s episode is an incredibly important one because we’re talking about women in wealth and finances. As young women become more financially savvy, being included more in the board rooms, and wealth is evening between men and women, there’s a bigger need to offer resources that help us women navigate the world — a world where industries are still constructed around the way men think about and use money.

This is the exact support Bernadette Girvin and Michelle Taylor provide with Women In Wealth.

Today, they’re going over questions you can ask your potential financial advisor so you can find a right-fit relationship, why investments are important, and how to tailor your financial goals to your business and lifestyle.

Listen for These Nuggets During the Show

Meet Bernadette Girvin and Michelle Taylor!
The inspiration behind the creation of Women in Wealth
The questions you can be asking your financial advisors.
How to find a right-fit advisor or coach.
Waiting for the “perfect” moment to invest. (Spoil alert: it was yesterday.)
Managing your cash flow

Links Mentioned:

Episode 133: Is Your Business Financially Healthy? with Danielle Hayden
Women in Wealth’s Instagram
Women in Wealth’s Website
The Wedding Pro CEO Summit

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EPISODE NUMBER 135