A Woman's Clarity®

All financial advisors serve women, and ensuring a top-tier experience for these investors is as simple as it is important, with the right support. Join A Woman’s Clarity host, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, to find out how advisors can join the conversation and improve the client and investment experience of women everywhere. Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA); and Mia Hanson, Associate at DFA’s Global Client Group; share insights, data, and strategies on how Dimensional’s Women & Wealth program can help you meet women clients’ needs.

In this episode of A Woman’s Clarity, listen as host Kirsten Schlumbohm, BPC, talks with Anthony “Tony” Engrassia, ChFC, LUTCF, CFF, President and CEO at Wealth Management Strategies; about his unique approach to asset-based long-term care planning, particularly as it relates to dementia and Alzheimer’s Disease. Tony has turned his personal experience with his father’s dementia and mother’s health troubles to inform his process when working with clients. His strategy? Have a human conversation that begins with emotions, then gets to the financial details.

Resources from this episode: The 36-Hour Day: A Family Guide to Caring for People Who Have Alzheimer Disease, Other Dementias, and Memory Loss

It’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invaluable insight and resources for families in need.

Resources: Cohen Caregiving Support Consultants

In the coming years, women may be poised to become the biggest beneficiaries of wealth, meaning it’s past time advisors know what their female clients want and how to help. Enter behavioral finance — a way of understanding and thinking about the way people invest, spend, and plan for their financial future. Daniel Crosby, Ph. D., Chief Behavioral Officer at Orion Advisor Solutions, sits down with C2P’s Kirsten Schlumbohm to discuss how advisors can better empower women clients and prepare them for the future.

Watch the full episode on YouTube at https://c2pe.info/44jAMkP.

**At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice. 

In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kellan Brown, Senior Vice President Growth & Strategic Partnerships at Finance of America Reverse, and they discuss a case for mentorship. They dive into how mentorship can improve your bottom line, and help attract, maintain, and grow the next generation of financial advisors.

Imposter syndrome: The pattern of doubting one's own skills, talents, or accomplishments.

In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kelly Barnard, Life Coach & recovering Workaholic, and they discuss Imposter Syndrome: Is it real and can we overcome it? Tune in as Kirsten and Kelly dissect and peel back the layers of the syndrome and have a real conversation on how it can affect our mindset.

In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from Allianz, Natasha Schulze, Sr. External Wholesaler, FMO Distribution, and Bethany Esse, Director of Field & Sales Development. They discuss Allianz's presentation, Women, Money and Power, and how it helps advisors get in front of more female clients through conversations that female clients want to have. This presentation also gives the insights on Allianz's commitment to female clients, provides best practices for advisors, and shares how their team can support the presentation.

In this special episode of A Woman's Clarity, we're throwing it back and sharing a prior Clarity 2 Prosperity podcast, The Power of a Mastermind Group! Joining us is Mary Sterk, a partner at C2P, and one of Forbe's Best-in-State Wealth Advisors and America's Top Women Wealth Advisors. Mary and Jason L Smith, Founder | CEO of Clarity 2 Prosperity, discuss the advantages of being in a Mastermind Group and how tapping into best practices from like-minded advisors can help you access turnkey processes and resources that will grow your business.

In this episode of A Woman's Clarity, we're celebrating International Women's Day! Our host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by our panel of Carol Ochoa, President of Your Secure Retirement Inc., Deb Cundiff, Financial Advisor at Hammer Financial Group, and Julie Manning, RICP, Founder of Keystone Financial Planning, for an open discussion that celebrates women in the financial industry. They discuss what has inspired and driven their careers, share ideas for attracting more talented ladies, and look at the challenges and opportunities unique to women in finance.

In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from BlackRock, Jennifer Taboada, Director, Wealth Education Specialist, and Carrie Schroen, Managing Director. Together, they discuss, Empathy, Education & Empowerment: Strategies for Engaging More Female Investors.