Her Life, Her Practice, Her Way

Liz Hand-Reshaping Financial Advice with Heart and Creativity


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In this inspiring episode of Her Life, Her Practice, Her Way, host Tara Bansal sits down with Certified Financial Planner(TM) and coach Liz Hand, co-owner of Pleasant Wealth. Together, they explore how financial advising can be reshaped through intuition, creativity, and emotional intelligence—especially by women forging their own paths.

✨ Episode Highlights:

  • Liz’s roots: Growing up Mennonite and entering her father’s practice
  • Discovering purpose early: Why she knew in 8th grade that financial planning was her calling
  • Balancing tradition with reinvention: Buying and evolving her family’s firm
  • Imposter syndrome and math insecurity — and why she stayed in finance anyway
  • Reimagining client engagement with group coaching and seasonal, nature-aligned programming
  • Creating a role that suits her strengths as a relationship builder, not a number cruncher
  • The power of intuition in life, leadership, and business decisions
  • Her passion for helping women flourish financially—and why she thinks many leave the industry too soon
  • How she balances two businesses, motherhood, and creative self-expression
  • Why she stopped listening to podcasts (and what she reads instead)

💡 Favorite Takeaways:

  • “Money is not competition.”
  • “You find what you’re looking for—whether that’s community or cutthroat culture.”
  • “Women need to stay in this industry. We need more creative, intuitive advisors.”
  • “Coaching is about release, not efforting.”

This episode is packed with wisdom for any woman in financial services—or anyone looking to align their work with who they really are.

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Her Life, Her Practice, Her WayBy Tara Conti Bansal