Women are transforming the financial industry with expertise, leadership, and a client-first mindset. As more women take on financial professional roles, they’re building trust, specializing in niche markets, and addressing the unique financial needs of business owners and families.

In this episode of the Life Matters Podcast, Bill Bell Penn Mutual’s VP of Advanced Sales and Jenna Washatka Penn Mutual’s Director of Advanced Sales at Penn Mutual, speak with Kate Seastone, CEO of Simplicit Financial, and Claire Gallagher, a financial professional with Empire Wealth Strategies, to discuss how women are reshaping financial services and making a lasting impact on clients and the industry.

Key Topics Covered:

• How women financial professionals build trust and lasting client relationships

• The power of niche specialization in financial services

• Why exit planning is critical for business owners

• Closing the gender gap in financial planning

• The role of mentorship in career growth and advancement

Whether you're a financial professional, business owner, or simply interested in the future of financial services, this episode delivers valuable insights and expert perspectives. You won’t want to miss it!

Have a question or comment for Bill?  Drop him an email at: [email protected] 

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.

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