Heather Ettinger is the Founder and CEO of Luma Thrive, a boutique coaching and consulting firm dedicated to empowering women of wealth and purpose—and the advisers and institutions that serve them.

With over 35 years as a trailblazing adviser and former CEO in wealth management, Heather created Luma Thrive to redefine how women engage with their wealth through life visioning, values alignment, and legacy planning.

She is the author of the best-selling book Lumination: Shining a Light on a Woman’s Journey to Financial Wellness and a nationally recognised speaker and thought leader featured in The Wall Street Journal, Barron’s, and Bloomberg.

Her trademarked Lumination Process™ underpins transformative coaching, keynote speaking, and consulting programs that guide women in aligning resources with purpose, while helping institutions build stronger, more meaningful relationships with female clients.

A recipient of the “Women to Watch,” “Icons and Innovators,” Ruth Bader Ginsburg, and Savvy Ladies Changemaker awards, Heather has also co-authored pioneering research on women of wealth.

She lives in Shaker Heights, Ohio, with her husband and is most proud of raising three community-minded children.

We cover the following:

01:53 Welcoming Heather Ettinger

03:34 Shifts in women's approach to investing

08:45 Challenges in the financial industry

17:35 Demographic and cultural trends

24:44 Women in business and career challenges

30:50 The impact of diversity in leadership

32:35 Financial planning for women: a holistic approach

37:11 Rethinking financial adviser incentives

41:12 The role of fintech in closing the gender investing gap

45:33 Women using capital for social impact

50:18 The influence of US administration on women's financial power

53:04 Final message to women.

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