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Episode 80 | A Conversation with Jayne Di Vincenzo
In this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.
Here’s what they discuss 👇
🌟 Jayne's entrepreneurial path and the evolution of her practice
🤝 The power and rarity of women advisors connecting in the industry
💡 Creative problem solving as a fulfilling aspect of financial advising
📚 The value of mentorship and growing the next generation of advisors
❤️ How personal relationships are central in client service
👩💼 The meaningful impact financial advisors have beyond numbers
🎯 Designing a business that aligns with personal values
🌍 Similarities and journeys that led Anne and Atricia into the industry
🎉 Insights on building long-term, trust-based client relationships
🎤 What living richly means to accomplished women in finance
Tune in to gain insights on how passion, purpose, and persistence shape the rewarding career of financial advising and learn how these women lead with heart and expertise.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #WomenInFinance #FinancialAdvisors #Entrepreneurship #ClientRelationships #FinancialEducation #Mentorship #LivingRichly #WealthManagement #CareerGrowth
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By Curo Private WealthIn this episode of Living Richly with Curo, Anne and Atricia welcome their special guest and new member of Curo, Jayne Di Vincenzo, a seasoned financial advisor and entrepreneur. Together, they explore the personal and professional journeys of women in financial services and discuss the importance of relationship-driven advice.
Here’s what they discuss 👇
🌟 Jayne's entrepreneurial path and the evolution of her practice
🤝 The power and rarity of women advisors connecting in the industry
💡 Creative problem solving as a fulfilling aspect of financial advising
📚 The value of mentorship and growing the next generation of advisors
❤️ How personal relationships are central in client service
👩💼 The meaningful impact financial advisors have beyond numbers
🎯 Designing a business that aligns with personal values
🌍 Similarities and journeys that led Anne and Atricia into the industry
🎉 Insights on building long-term, trust-based client relationships
🎤 What living richly means to accomplished women in finance
Tune in to gain insights on how passion, purpose, and persistence shape the rewarding career of financial advising and learn how these women lead with heart and expertise.
Live richly!
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #WomenInFinance #FinancialAdvisors #Entrepreneurship #ClientRelationships #FinancialEducation #Mentorship #LivingRichly #WealthManagement #CareerGrowth