Heather Ettinger learned firsthand how the "money messages" women receive early on can impact how they view money and engage, or don't, with financial professionals. At her firm, Luma Wealth, her goal is to meet women where they are and show them the power they have to use their financial resources to build the lives they want, nurture their families and give back to their communities.

In this episode, Heather discusses how she side-stepped the typical approach wealth management takes toward women — adjuncts of a husband or father — to see women as whole people whose views and priorities matter. She said Luma's "learn, connect, celebrate" model focuses on money being the tool to women's life's goals, not the goal itself. For more, visit PracticeLab.