What’s changing in financial planning during COVID-19? Everything.
WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities… from saving and spending, to travel and charitable giving.
She urges her female colleagues to make themselves a priority, something she has learned first-hand.
Oh yeah, and don’t forget to laugh! Especially on a zoom call.
That’s all in this installment of the “You Are Not Alone” series.
For more perspectives from female advisors, click here to see interviews with Tracy Vaughn, Judith McGee, Sherri Stephens, Kimberlee Bouska, Kalita Blessing, Margaret Starner, Danielle Page, and Mary Carter.
