What does it mean to be financially confident and prepared — not just for retirement, but for the moments that shape your life? Lisa Brown is the President of Greenwood Gearhart Wealth Management in Northwest Arkansas, and she's spent nearly 25 years helping clients navigate some of the most important, and often most emotionally charged, financial decisions of their lives.
Lisa talks about navigating a historically male-dominated industry and makes a compelling case for why every woman needs financial fluency and a seat at the table in conversations about her own money. This episode is equal parts practical and deeply personal.
We talk about what to do first when life throws you a curveball, how to choose a financial advisor you can trust, and the culture framework Lisa built inside her own firm: Calm Excellence — and why it may be the antidote to the urgent perfectionism that’s quietly burning out high-performing teams.
But this conversation goes far beyond money. Lisa opens up about her own ongoing journey with perfectionism, the Brené Brown books that shifted her perspective, and the lesson she says she'll be learning until the day she dies: I don't have to be anyone other than myself to be valuable.
You'll want to listen to this one twice.
For more information or to connect with Leslie, please visit www.lesliezanoff.com.
*Topics covered: women and money, financial planning for women, financial confidence, wealth management, navigating life transitions, perfectionism and burnout, calm excellence, choosing a financial advisor, women in leadership, and lifelong learning.*
{This episode is for informational and educational purposes only and does not constitute financial advice. Please consult a qualified financial professional for guidance specific to your situation.}